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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 | $104,753 | $84,741+23.6% | $75,731+38.3% | $167,553-37.5% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.8%+10.2pp | 82.1%+2.9pp |
| Annual return | 15.96% | 199.72%-183.8pp | 104.65%-88.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $3,307 | $3,230+2.4% | $2,743+20.5% | $4,840-31.7% |
| Participant deferral / active EE | $6,795 | $4,577+48.5% | $3,820+77.9% | $6,343+7.1% |
| Admin fee / account holder | $10,593 | $5,361+97.6% | $3,620+192.6% | $12,316-14.0% |