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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,926 | $99,053-1.1% | $88,179+11.1% | $138,895-29.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 10.60% | 78.17%-67.6pp | 64.97%-54.4pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,661 | $2,882-42.4% | $2,549-34.9% | $4,194-60.4% |
| Participant deferral / active EE | $5,507 | $5,225+5.4% | $4,614+19.4% | $6,396-13.9% |
| Admin fee / account holder | $10,674 | $8,748+22.0% | $7,673+39.1% | $12,562-15.0% |