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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 | $183,516+22.8% | $155,534+44.9% | $145,884+54.5% |
| Participation rate | 70.8% | 82.7%-11.9pp | 78.2%-7.4pp | 80.3%-9.5pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,006 | $5,315-62.3% | $4,675-57.1% | $4,662-57.0% |
| Participant deferral / active EE | $4,027 | $6,467-37.7% | $5,630-28.5% | $6,690-39.8% |
| Admin fee / account holder | $4,225 | $19,293-78.1% | $15,900-73.4% | $13,392-68.4% |