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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 | $153,901 | $106,918+43.9% | $84,021+83.2% | $152,897+0.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 16.97% | 105.01%-88.0pp | 71.32%-54.3pp | 345.43%-328.5pp |
| Employer contribution / active EE | $3,514 | $2,735+28.5% | $1,984+77.1% | $4,764-26.2% |
| Participant deferral / active EE | $2,115 | $4,012-47.3% | $3,239-34.7% | $5,851-63.9% |
| Admin fee / account holder | $693 | $8,288-91.6% | $6,102-88.6% | $11,599-94.0% |