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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 | $82,505 | $72,071+14.5% | $68,368+20.7% | $137,256-39.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 13.39% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,838 | $2,788+1.8% | $2,649+7.1% | $4,156-31.7% |
| Participant deferral / active EE | $3,252 | $4,410-26.3% | $4,123-21.1% | $6,407-49.2% |
| Admin fee / account holder | $1,192 | $5,336-77.7% | $5,150-76.8% | $12,270-90.3% |