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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 | $85,812 | $197,603-56.6% | $177,827-51.7% | $158,950-46.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 18.89% | 58.76%-39.9pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $3,533 | $6,698-47.2% | $5,918-40.3% | $4,762-25.8% |
| Participant deferral / active EE | $7,331 | $8,404-12.8% | $7,713-5.0% | $5,983+22.5% |
| Admin fee / account holder | $14,995 | $15,402-2.6% | $12,429+20.6% | $11,248+33.3% |