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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 | $141,498 | $107,368+31.8% | $92,915+52.3% | $152,909-7.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 21.43% | 145.64%-124.2pp | 109.45%-88.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,318 | $4,222-45.1% | $3,653-36.6% | $4,764-51.4% |
| Participant deferral / active EE | $3,018 | $4,848-37.8% | $4,238-28.8% | $5,851-48.4% |
| Admin fee / account holder | $1,272 | $7,082-82.0% | $5,796-78.1% | $11,601-89.0% |