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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 | $142,602 | $103,008+38.4% | $90,304+57.9% | $152,897-6.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 15.52% | 95.22%-79.7pp | 78.13%-62.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $4,311 | $3,139+37.3% | $2,855+51.0% | $4,764-9.5% |
| Participant deferral / active EE | $4,689 | $4,281+9.5% | $3,885+20.7% | $5,851-19.9% |
| Admin fee / account holder | $1,738 | $6,175-71.8% | $5,354-67.5% | $11,599-85.0% |