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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 | $227,818 | $114,013+99.8% | $103,693+119.7% | $155,188+46.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 13.28% | 49.31%-36.0pp | 47.61%-34.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $950 | $3,131-69.7% | $2,920-67.5% | $4,248-77.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,136 | $8,407-3.2% | $7,858+3.5% | $14,480-43.8% |