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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 | $142,911 | $69,252+106.4% | $64,099+123.0% | $139,456+2.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.80% | 45.89%-31.1pp | 33.70%-18.9pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,004 | $3,184-37.1% | $2,748-27.1% | $4,753-57.8% |
| Participant deferral / active EE | $7,907 | $4,683+68.8% | $3,881+103.7% | $6,711+17.8% |
| Admin fee / account holder | $1,721 | $4,248-59.5% | $3,070-43.9% | $11,407-84.9% |