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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 | $94,603 | $106,918-11.5% | $84,021+12.6% | $152,897-38.1% |
| Participation rate | 79.2% | 75.2%+3.9pp | 69.0%+10.1pp | 82.5%-3.3pp |
| Annual return | 21.32% | 105.01%-83.7pp | 71.32%-50.0pp | 345.43%-324.1pp |
| Employer contribution / active EE | $3,154 | $2,735+15.3% | $1,984+59.0% | $4,764-33.8% |
| Participant deferral / active EE | $4,575 | $4,012+14.0% | $3,239+41.2% | $5,851-21.8% |
| Admin fee / account holder | $1,064 | $8,288-87.2% | $6,102-82.6% | $11,599-90.8% |