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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 | $156,398-60.7% | $147,318-58.3% | $138,895-55.8% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 129.54% | 78.75%+50.8pp | 70.43%+59.1pp | 145.39%-15.9pp |
| Employer contribution / active EE | $3,813 | $4,853-21.4% | $4,593-17.0% | $4,194-9.1% |
| Participant deferral / active EE | $9,319 | $8,237+13.1% | $7,906+17.9% | $6,396+45.7% |
| Admin fee / account holder | $5,345 | $14,976-64.3% | $13,708-61.0% | $12,562-57.4% |