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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 | $60,408 | $162,136-62.7% | $152,301-60.3% | $154,746-61.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 19.35% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,351 | $4,890-31.5% | $4,624-27.5% | $4,379-23.5% |
| Participant deferral / active EE | $6,973 | $8,341-16.4% | $8,004-12.9% | $6,730+3.6% |
| Admin fee / account holder | $1,168 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |