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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 | $143,400 | $77,416+85.2% | $69,464+106.4% | $152,897-6.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 9.98% | 39.08%-29.1pp | 28.98%-19.0pp | 345.43%-335.4pp |
| Employer contribution / active EE | $3,807 | $3,315+14.9% | $2,779+37.0% | $4,764-20.1% |
| Participant deferral / active EE | $8,835 | $4,413+100.2% | $3,536+149.9% | $5,851+51.0% |
| Admin fee / account holder | $6,439 | $6,208+3.7% | $3,840+67.7% | $11,599-44.5% |