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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 | $79,699 | $77,908+2.3% | $149,696-46.8% | $75,173+6.0% |
| Participation rate | 80.4% | 65.6%+14.8pp | 78.8%+1.6pp | 67.2%+13.2pp |
| Annual return | 13.91% | 31.73%-17.8pp | 134.46%-120.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $5,870 | $3,138+87.1% | $4,821+21.8% | $2,671+119.8% |
| Participant deferral / active EE | $3,466 | $3,411+1.6% | $5,682-39.0% | $4,126-16.0% |
| Admin fee / account holder | $31,364 | $5,950+427.2% | $13,212+137.4% | $5,651+455.1% |