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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 | $90,817 | $112,933-19.6% | $90,970-0.2% | $158,982-42.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 6.89% | 215.82%-208.9pp | 134.60%-127.7pp | 302.99%-296.1pp |
| Employer contribution / active EE | $2,430 | $2,893-16.0% | $2,122+14.5% | $4,763-49.0% |
| Participant deferral / active EE | $8,418 | $4,128+103.9% | $3,373+149.6% | $5,983+40.7% |
| Admin fee / account holder | $12,014 | $8,047+49.3% | $5,961+101.5% | $11,252+6.8% |