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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 | $78,564 | $102,422-23.3% | $147,117-46.6% | $80,959-3.0% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 21.67% | 135.16%-113.5pp | 420.54%-398.9pp | 35.67%-14.0pp |
| Employer contribution / active EE | $4,309 | $3,717+15.9% | $4,932-12.6% | $2,757+56.3% |
| Participant deferral / active EE | $7,721 | $6,652+16.1% | $8,065-4.3% | $4,300+79.5% |
| Admin fee / account holder | $2,183 | $7,953-72.6% | $12,993-83.2% | $6,925-68.5% |