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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 | $84,162 | $81,696+3.0% | $70,494+19.4% | $158,982-47.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.93% | 208.70%-194.8pp | 109.16%-95.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,343 | $3,220+97.0% | $2,738+131.7% | $4,763+33.2% |
| Participant deferral / active EE | $5,099 | $4,558+11.9% | $3,711+37.4% | $5,983-14.8% |
| Admin fee / account holder | $1,213 | $6,200-80.4% | $3,848-68.5% | $11,252-89.2% |