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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 | $124,656 | $106,923+16.6% | $84,023+48.4% | $152,909-18.5% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 17.22% | 105.02%-87.8pp | 71.32%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $913 | $2,735-66.6% | $1,984-54.0% | $4,764-80.8% |
| Participant deferral / active EE | $3,699 | $4,013-7.8% | $3,239+14.2% | $5,851-36.8% |
| Admin fee / account holder | $8,738 | $8,289+5.4% | $6,102+43.2% | $11,601-24.7% |