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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 | $108,911+5.9% | $100,392+14.8% | $145,884-21.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.88% | 58.23%-47.3pp | 49.45%-38.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,439 | $4,420-44.8% | $3,941-38.1% | $4,662-47.7% |
| Participant deferral / active EE | $4,600 | $8,459-45.6% | $8,090-43.1% | $6,690-31.2% |
| Admin fee / account holder | $622 | $9,698-93.6% | $7,904-92.1% | $13,392-95.4% |