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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 | $131,379 | $88,672+48.2% | $105,223+24.9% | $82,448+59.3% |
| Participation rate | 80.6% | 67.9%+12.7pp | 75.0%+5.6pp | 68.1%+12.6pp |
| Annual return | 21.28% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,048 | $3,048-32.8% | $3,689-44.5% | $2,551-19.7% |
| Participant deferral / active EE | $5,421 | $4,036+34.3% | $5,072+6.9% | $4,139+31.0% |
| Admin fee / account holder | $3,010 | $7,146-57.9% | $8,859-66.0% | $7,234-58.4% |