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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 | $124,181 | $102,429+21.2% | $147,096-15.6% | $80,925+53.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 14.72% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,354 | $3,716-36.7% | $4,936-52.3% | $2,756-14.6% |
| Participant deferral / active EE | $7,502 | $6,649+12.8% | $8,071-7.0% | $4,299+74.5% |
| Admin fee / account holder | $8,889 | $7,957+11.7% | $13,005-31.7% | $6,940+28.1% |