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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 | $159,395 | $88,672+79.8% | $105,223+51.5% | $82,448+93.3% |
| Participation rate | 90.0% | 67.9%+22.1pp | 75.0%+15.0pp | 68.1%+21.9pp |
| Annual return | 14.64% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,609 | $3,048-14.4% | $3,689-29.3% | $2,551+2.3% |
| Participant deferral / active EE | $3,116 | $4,036-22.8% | $5,072-38.6% | $4,139-24.7% |
| Admin fee / account holder | $25,534 | $7,146+257.3% | $8,859+188.2% | $7,234+253.0% |