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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 | $31,640 | $157,296-79.9% | $141,191-77.6% | $152,897-79.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 69.47% | 64.34%+5.1pp | 71.41%-1.9pp | 345.43%-276.0pp |
| Employer contribution / active EE | $2,726 | $5,262-48.2% | $4,736-42.4% | $4,764-42.8% |
| Participant deferral / active EE | $7,234 | $7,111+1.7% | $6,710+7.8% | $5,851+23.6% |
| Admin fee / account holder | $6,952 | $12,125-42.7% | $10,264-32.3% | $11,599-40.1% |