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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 | $225,318 | $183,627+22.7% | $155,602+44.8% | $145,978+54.4% |
| Participation rate | 70.8% | 82.7%-11.9pp | 78.2%-7.4pp | 80.3%-9.5pp |
| Annual return | 10.11% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,006 | $5,316-62.3% | $4,675-57.1% | $4,662-57.0% |
| Participant deferral / active EE | $4,027 | $6,466-37.7% | $5,629-28.5% | $6,690-39.8% |
| Admin fee / account holder | $4,225 | $19,327-78.1% | $15,923-73.5% | $13,400-68.5% |