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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 | $117,795 | $157,296-25.1% | $141,191-16.6% | $152,897-23.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 25.63% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $2,442 | $5,262-53.6% | $4,736-48.4% | $4,764-48.7% |
| Participant deferral / active EE | $7,083 | $7,111-0.4% | $6,710+5.6% | $5,851+21.0% |
| Admin fee / account holder | $6,669 | $12,125-45.0% | $10,264-35.0% | $11,599-42.5% |