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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 | $115,083 | $157,296-26.8% | $141,191-18.5% | $152,897-24.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 16.37% | 64.34%-48.0pp | 71.41%-55.0pp | 345.43%-329.1pp |
| Employer contribution / active EE | $1,850 | $5,262-64.8% | $4,736-60.9% | $4,764-61.2% |
| Participant deferral / active EE | $6,881 | $7,111-3.2% | $6,710+2.5% | $5,851+17.6% |
| Admin fee / account holder | $20,521 | $12,125+69.3% | $10,264+99.9% | $11,599+76.9% |