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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 | $126,599 | $176,402-28.2% | $134,162-5.6% | $158,966-20.4% |
| Participation rate | 92.9% | 78.7%+14.1pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 23.44% | 63.66%-40.2pp | 36.35%-12.9pp | 302.95%-279.5pp |
| Employer contribution / active EE | $4,431 | $5,042-12.1% | $3,705+19.6% | $4,762-7.0% |
| Participant deferral / active EE | $6,482 | $4,093+58.4% | $3,500+85.2% | $5,983+8.3% |
| Admin fee / account holder | $5,159 | $8,719-40.8% | $6,685-22.8% | $11,250-54.1% |