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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 | $61,414 | $155,555-60.5% | $146,866-58.2% | $155,188-60.4% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 129.54% | 115.41%+14.1pp | 102.85%+26.7pp | 148.84%-19.3pp |
| Employer contribution / active EE | $3,813 | $4,647-17.9% | $4,425-13.8% | $4,248-10.2% |
| Participant deferral / active EE | $9,319 | $8,044+15.9% | $7,759+20.1% | $6,531+42.7% |
| Admin fee / account holder | $5,345 | $14,755-63.8% | $13,620-60.8% | $14,480-63.1% |