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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 | $160,004 | $99,995+60.0% | $85,063+88.1% | $145,978+9.6% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 11.15% | 83.99%-72.8pp | 66.54%-55.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,480 | $3,231-23.2% | $2,727-9.0% | $4,662-46.8% |
| Participant deferral / active EE | $7,390 | $5,295+39.6% | $4,523+63.4% | $6,690+10.5% |
| Admin fee / account holder | $10,105 | $7,255+39.3% | $6,155+64.2% | $13,400-24.6% |