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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 | $131,743 | $117,846+11.8% | $102,434+28.6% | $145,884-9.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 10.16% | 31.90%-21.7pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $4,334 | $3,615+19.9% | $3,023+43.3% | $4,662-7.1% |
| Participant deferral / active EE | $11,666 | $5,733+103.5% | $5,055+130.8% | $6,690+74.4% |
| Admin fee / account holder | $7,799 | $13,356-41.6% | $9,462-17.6% | $13,392-41.8% |