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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 | $128,284 | $157,296-18.4% | $141,191-9.1% | $152,897-16.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.68% | 64.34%-47.7pp | 71.41%-54.7pp | 345.43%-328.8pp |
| Employer contribution / active EE | $2,487 | $5,262-52.7% | $4,736-47.5% | $4,764-47.8% |
| Participant deferral / active EE | $6,609 | $7,111-7.1% | $6,710-1.5% | $5,851+12.9% |
| Admin fee / account holder | $498 | $12,125-95.9% | $10,264-95.1% | $11,599-95.7% |