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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 | $100,044 | $118,875-15.8% | $96,572+3.6% | $167,553-40.3% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 39.96% | 50.50%-10.5pp | 37.79%+2.2pp | 478.89%-438.9pp |
| Employer contribution / active EE | $4,514 | $3,121+44.6% | $2,357+91.5% | $4,840-6.7% |
| Participant deferral / active EE | $4,882 | $4,617+5.7% | $3,850+26.8% | $6,343-23.0% |
| Admin fee / account holder | $2,001 | $8,070-75.2% | $6,183-67.6% | $12,316-83.8% |