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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 | $85,108 | $77,157+10.3% | $108,405-21.5% | $85,847-0.9% |
| Participation rate | 74.6% | 74.7%0pp | 80.1%-5.5pp | 69.3%+5.3pp |
| Annual return | 18.13% | 44.55%-26.4pp | 905.55%-887.4pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,143 | $2,379-9.9% | $3,559-39.8% | $2,565-16.4% |
| Participant deferral / active EE | $4,034 | $5,567-27.5% | $6,563-38.5% | $3,952+2.1% |
| Admin fee / account holder | $447 | $5,174-91.4% | $7,297-93.9% | $6,261-92.9% |