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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 | $107,406 | $103,038+4.2% | $90,324+18.9% | $152,909-29.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 20.12% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $2,215 | $3,141-29.5% | $2,856-22.5% | $4,764-53.5% |
| Participant deferral / active EE | $8,069 | $4,282+88.4% | $3,885+107.7% | $5,851+37.9% |
| Admin fee / account holder | $2,016 | $6,177-67.4% | $5,356-62.3% | $11,601-82.6% |