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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 | $84,816 | $95,664-11.3% | $76,902+10.3% | $139,487-39.2% |
| Participation rate | 88.9% | 74.0%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 13.06% | 55.03%-42.0pp | 37.91%-24.9pp | 373.84%-360.8pp |
| Employer contribution / active EE | $2,241 | $3,147-28.8% | $2,534-11.5% | $4,755-52.9% |
| Participant deferral / active EE | $4,056 | $4,626-12.3% | $3,833+5.8% | $6,713-39.6% |
| Admin fee / account holder | $2,136 | $8,311-74.3% | $5,479-61.0% | $11,407-81.3% |