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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 | $158,948 | $227,399-30.1% | $189,758-16.2% | $198,609-20.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 20.22% | 61.03%-40.8pp | 52.62%-32.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $7,397 | $5,526+33.9% | $4,767+55.2% | $5,055+46.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,723 | $25,162-89.2% | $20,388-86.6% | $19,030-85.7% |