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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 | $69,176 | $196,972-64.9% | $182,262-62.0% | $198,609-65.2% |
| Participation rate | 86.4% | 85.7%+0.7pp | 84.2%+2.1pp | 82.4%+4.0pp |
| Annual return | 11.37% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,328 | $5,364-37.9% | $5,046-34.0% | $5,055-34.2% |
| Participant deferral / active EE | $7,765 | $8,643-10.2% | $8,276-6.2% | $6,977+11.3% |
| Admin fee / account holder | $1,666 | $18,429-91.0% | $16,712-90.0% | $19,030-91.2% |