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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 | $152,998 | $183,592-16.7% | $155,574-1.7% | $145,877+4.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.74% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,624 | $5,317-31.8% | $4,676-22.5% | $4,663-22.3% |
| Participant deferral / active EE | $6,685 | $6,466+3.4% | $5,629+18.8% | $6,691-0.1% |
| Admin fee / account holder | $3,954 | $19,316-79.5% | $15,914-75.2% | $13,402-70.5% |