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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 | $129,371 | $70,366+83.9% | $66,674+94.0% | $138,895-6.9% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.7%+0.2pp | 79.9%-6.0pp |
| Annual return | 15.36% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,790 | $2,765+0.9% | $2,620+6.5% | $4,194-33.5% |
| Participant deferral / active EE | $5,275 | $4,374+20.6% | $4,084+29.2% | $6,396-17.5% |
| Admin fee / account holder | $3,619 | $5,262-31.2% | $5,098-29.0% | $12,562-71.2% |