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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 | $103,713 | $84,741+22.4% | $75,731+36.9% | $167,553-38.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 12.12% | 199.72%-187.6pp | 104.65%-92.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $6,195 | $3,230+91.8% | $2,743+125.9% | $4,840+28.0% |
| Participant deferral / active EE | $5,151 | $4,577+12.5% | $3,820+34.9% | $6,343-18.8% |
| Admin fee / account holder | $4,790 | $5,361-10.7% | $3,620+32.3% | $12,316-61.1% |