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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 | $97,201 | $69,248+40.4% | $64,101+51.6% | $139,466-30.3% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 10.61% | 45.95%-35.3pp | 33.72%-23.1pp | 373.66%-363.1pp |
| Employer contribution / active EE | $6,481 | $3,185+103.5% | $2,749+135.8% | $4,754+36.3% |
| Participant deferral / active EE | $3,447 | $4,682-26.4% | $3,881-11.2% | $6,712-48.6% |
| Admin fee / account holder | $3,990 | $4,247-6.1% | $3,070+29.9% | $11,409-65.0% |