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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 | $191,617 | $108,882+76.0% | $96,754+98.0% | $154,746+23.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 70.3%+14.7pp | 80.7%+4.3pp |
| Annual return | 14.22% | 98.39%-84.2pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,902 | $3,018-3.8% | $2,679+8.3% | $4,379-33.7% |
| Participant deferral / active EE | $11,450 | $5,323+115.1% | $4,758+140.6% | $6,730+70.1% |
| Admin fee / account holder | $1,294 | $10,200-87.3% | $8,905-85.5% | $14,365-91.0% |