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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 | $94,076 | $212,386-55.7% | $199,883-52.9% | $138,895-32.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 13.82% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,495 | $6,625-32.1% | $6,261-28.2% | $4,194+7.2% |
| Participant deferral / active EE | $7,578 | $9,617-21.2% | $9,138-17.1% | $6,396+18.5% |
| Admin fee / account holder | $34,261 | $18,233+87.9% | $17,268+98.4% | $12,562+172.7% |