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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 | $78,344 | $183,592-57.3% | $155,574-49.6% | $145,877-46.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.18% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,850 | $5,317-46.4% | $4,676-39.0% | $4,663-38.9% |
| Participant deferral / active EE | $2,157 | $6,466-66.6% | $5,629-61.7% | $6,691-67.8% |
| Admin fee / account holder | $4,700 | $19,316-75.7% | $15,914-70.5% | $13,402-64.9% |