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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 | $106,436 | $107,941-1.4% | $91,994+15.7% | $152,909-30.4% |
| Participation rate | 92.9% | 81.2%+11.7pp | 78.6%+14.2pp | 82.5%+10.4pp |
| Annual return | 24.72% | 89.28%-64.6pp | 69.04%-44.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $3,016 | $4,212-28.4% | $3,453-12.6% | $4,764-36.7% |
| Participant deferral / active EE | $8,618 | $6,366+35.4% | $5,924+45.5% | $5,851+47.3% |
| Admin fee / account holder | $6,855 | $10,521-34.8% | $7,744-11.5% | $11,601-40.9% |