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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 | $56,388 | $227,399-75.2% | $189,758-70.3% | $198,609-71.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 9.04% | 61.03%-52.0pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $3,568 | $5,526-35.4% | $4,767-25.1% | $5,055-29.4% |
| Participant deferral / active EE | $7,693 | $6,837+12.5% | $5,856+31.4% | $6,977+10.3% |
| Admin fee / account holder | $17,343 | $25,162-31.1% | $20,388-14.9% | $19,030-8.9% |