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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 | $71,310 | $157,296-54.7% | $141,191-49.5% | $152,897-53.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 19.70% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,421 | $5,262-54.0% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $5,676 | $7,111-20.2% | $6,710-15.4% | $5,851-3.0% |
| Admin fee / account holder | $1,765 | $12,125-85.4% | $10,264-82.8% | $11,599-84.8% |