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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 | $113,581 | $185,905-38.9% | $170,057-33.2% | $139,487-18.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 19.59% | 60.56%-41.0pp | 53.42%-33.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $4,765 | $7,597-37.3% | $6,790-29.8% | $4,755+0.2% |
| Participant deferral / active EE | $10,717 | $11,627-7.8% | $10,411+2.9% | $6,713+59.7% |
| Admin fee / account holder | $1,833 | $15,397-88.1% | $12,826-85.7% | $11,407-83.9% |