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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 | $101,673 | $162,136-37.3% | $152,301-33.2% | $154,746-34.3% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,596 | $4,890-6.0% | $4,624-0.6% | $4,379+4.9% |
| Participant deferral / active EE | $8,162 | $8,341-2.1% | $8,004+2.0% | $6,730+21.3% |
| Admin fee / account holder | $10,276 | $15,759-34.8% | $14,398-28.6% | $14,365-28.5% |