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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 | $102,638 | $227,597-54.9% | $189,575-45.9% | $167,536-38.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 35.18% | 78.44%-43.3pp | 64.19%-29.0pp | 478.82%-443.6pp |
| Employer contribution / active EE | $3,001 | $5,316-43.5% | $4,412-32.0% | $4,839-38.0% |
| Participant deferral / active EE | $5,753 | $7,002-17.8% | $6,174-6.8% | $6,342-9.3% |
| Admin fee / account holder | $1,525 | $11,877-87.2% | $9,806-84.4% | $12,315-87.6% |