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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 | $104,101 | $129,737-19.8% | $119,126-12.6% | $154,746-32.7% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 15.01% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $21,363 | $4,375+388.3% | $4,034+429.6% | $4,379+387.8% |
| Participant deferral / active EE | $1,958 | $5,842-66.5% | $5,318-63.2% | $6,730-70.9% |
| Admin fee / account holder | $1,144 | $11,961-90.4% | $10,693-89.3% | $14,365-92.0% |