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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 | $96,789 | $156,398-38.1% | $147,318-34.3% | $138,895-30.3% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 15.76% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,373 | $8,237+25.9% | $7,906+31.2% | $6,396+62.2% |
| Admin fee / account holder | $10,716 | $14,976-28.4% | $13,708-21.8% | $12,562-14.7% |