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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 | $183,516-16.6% | $155,534-1.6% | $145,884+4.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.74% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,624 | $5,315-31.8% | $4,675-22.5% | $4,662-22.3% |
| Participant deferral / active EE | $6,685 | $6,467+3.4% | $5,630+18.7% | $6,690-0.1% |
| Admin fee / account holder | $3,954 | $19,293-79.5% | $15,900-75.1% | $13,392-70.5% |