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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 | $131,979 | $97,125+35.9% | $86,233+53.0% | $137,256-3.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 12.44% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,308 | $2,841+16.4% | $2,504+32.1% | $4,156-20.4% |
| Participant deferral / active EE | $1,613 | $5,180-68.9% | $4,559-64.6% | $6,407-74.8% |
| Admin fee / account holder | $78,199 | $9,725+704.1% | $8,342+837.4% | $12,270+537.3% |