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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 | $82,655 | $114,119-27.6% | $107,187-22.9% | $138,895-40.5% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 18.63% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,556 | $4,059-37.0% | $3,782-32.4% | $4,194-39.1% |
| Participant deferral / active EE | $5,705 | $5,538+3.0% | $5,096+11.9% | $6,396-10.8% |
| Admin fee / account holder | $353 | $10,024-96.5% | $9,162-96.1% | $12,562-97.2% |