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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 | $111,308 | $99,652+11.7% | $78,778+41.3% | $147,586-24.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 14.74% | 47.28%-32.5pp | 35.62%-20.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,707 | $2,796-38.9% | $1,986-14.0% | $4,876-65.0% |
| Participant deferral / active EE | $1,938 | $3,664-47.1% | $2,958-34.5% | $5,439-64.4% |
| Admin fee / account holder | $4,952 | $7,155-30.8% | $5,134-3.5% | $10,886-54.5% |