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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 | $178,628 | $115,814+54.2% | $101,275+76.4% | $158,982+12.4% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 10.80% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $1,340 | $4,176-67.9% | $3,660-63.4% | $4,763-71.9% |
| Participant deferral / active EE | $4,635 | $4,958-6.5% | $4,371+6.0% | $5,983-22.5% |
| Admin fee / account holder | $1,139 | $7,249-84.3% | $5,948-80.9% | $11,252-89.9% |