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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 | $97,739 | $183,516-46.7% | $155,534-37.2% | $145,884-33.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.76% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,821 | $5,315+9.5% | $4,675+24.5% | $4,662+24.8% |
| Participant deferral / active EE | $5,021 | $6,467-22.3% | $5,630-10.8% | $6,690-24.9% |
| Admin fee / account holder | $2,608 | $19,293-86.5% | $15,900-83.6% | $13,392-80.5% |