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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 | $115,285 | $108,922+5.8% | $100,398+14.8% | $145,978-21.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.88% | 58.04%-47.2pp | 49.32%-38.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $2,439 | $4,426-44.9% | $3,946-38.2% | $4,662-47.7% |
| Participant deferral / active EE | $4,600 | $8,450-45.6% | $8,084-43.1% | $6,690-31.2% |
| Admin fee / account holder | $622 | $9,680-93.6% | $7,893-92.1% | $13,400-95.4% |