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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 | $90,870 | $102,385-11.2% | $147,080-38.2% | $80,935+12.3% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 14.21% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,089 | $3,717-43.8% | $4,933-57.7% | $2,757-24.2% |
| Participant deferral / active EE | $8,183 | $6,651+23.0% | $8,066+1.4% | $4,299+90.3% |
| Admin fee / account holder | $6,221 | $7,951-21.8% | $12,989-52.1% | $6,924-10.2% |