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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 | $61,456 | $208,088-70.5% | $186,193-67.0% | $154,746-60.3% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 18.79% | 89.97%-71.2pp | 78.03%-59.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $889 | $4,340-79.5% | $3,918-77.3% | $4,379-79.7% |
| Participant deferral / active EE | $11,591 | $7,078+63.8% | $6,513+78.0% | $6,730+72.2% |
| Admin fee / account holder | $1,551 | $11,698-86.7% | $11,058-86.0% | $14,365-89.2% |