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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 | $98,197 | $227,633-56.9% | $189,597-48.2% | $167,553-41.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 12.43% | 78.45%-66.0pp | 64.20%-51.8pp | 478.89%-466.5pp |
| Employer contribution / active EE | $2,866 | $5,317-46.1% | $4,412-35.1% | $4,840-40.8% |
| Participant deferral / active EE | $4,431 | $7,003-36.7% | $6,174-28.2% | $6,343-30.1% |
| Admin fee / account holder | $5,624 | $11,879-52.7% | $9,807-42.7% | $12,316-54.3% |