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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 | $63,700 | $227,399-72.0% | $189,758-66.4% | $198,609-67.9% |
| Participation rate | 94.4% | 84.0%+10.4pp | 79.8%+14.6pp | 82.4%+12.1pp |
| Annual return | 11.08% | 61.03%-50.0pp | 52.62%-41.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $13,371 | $5,526+142.0% | $4,767+180.5% | $5,055+164.5% |
| Participant deferral / active EE | $5,208 | $6,837-23.8% | $5,856-11.1% | $6,977-25.4% |
| Admin fee / account holder | $8,200 | $25,162-67.4% | $20,388-59.8% | $19,030-56.9% |