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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 | $98,931 | $99,053-0.1% | $88,179+12.2% | $138,895-28.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 13.07% | 78.17%-65.1pp | 64.97%-51.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,534 | $2,882-46.8% | $2,549-39.8% | $4,194-63.4% |
| Participant deferral / active EE | $3,942 | $5,225-24.6% | $4,614-14.6% | $6,396-38.4% |
| Admin fee / account holder | $896 | $8,748-89.8% | $7,673-88.3% | $12,562-92.9% |