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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 | $78,623 | $132,634-40.7% | $115,768-32.1% | $137,256-42.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 16.34% | 160.70%-144.4pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,286 | $3,360-31.9% | $2,940-22.2% | $4,156-45.0% |
| Participant deferral / active EE | $6,331 | $5,619+12.7% | $4,917+28.8% | $6,407-1.2% |
| Admin fee / account holder | $9,639 | $15,028-35.9% | $12,439-22.5% | $12,270-21.4% |