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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 | $102,925 | $165,399-37.8% | $149,745-31.3% | $158,982-35.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 21.54% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.4pp |
| Employer contribution / active EE | $2,592 | $5,105-49.2% | $4,646-44.2% | $4,763-45.6% |
| Participant deferral / active EE | $9,107 | $7,183+26.8% | $6,843+33.1% | $5,983+52.2% |
| Admin fee / account holder | $16,751 | $10,811+54.9% | $9,312+79.9% | $11,252+48.9% |