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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 | $80,913 | $102,429-21.0% | $147,096-45.0% | $80,9250% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 18.25% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $3,714 | $3,7160% | $4,936-24.8% | $2,756+34.8% |
| Participant deferral / active EE | $12,360 | $6,649+85.9% | $8,071+53.1% | $4,299+187.5% |
| Admin fee / account holder | $7,416 | $7,957-6.8% | $13,005-43.0% | $6,940+6.9% |