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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 | $107,209 | $90,486+18.5% | $78,676+36.3% | $273,972-60.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.36% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,827 | $3,175+146.5% | $2,850+174.6% | $4,869+60.8% |
| Participant deferral / active EE | $8,491 | $3,901+117.6% | $3,517+141.4% | $5,287+60.6% |
| Admin fee / account holder | $315 | $5,263-94.0% | $4,510-93.0% | $10,133-96.9% |