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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 | $213,927 | $107,368+99.2% | $92,915+130.2% | $152,909+39.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 17.95% | 145.64%-127.7pp | 109.45%-91.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,684 | $4,222-12.8% | $3,653+0.8% | $4,764-22.7% |
| Participant deferral / active EE | $8,203 | $4,848+69.2% | $4,238+93.6% | $5,851+40.2% |
| Admin fee / account holder | $1,947 | $7,082-72.5% | $5,796-66.4% | $11,601-83.2% |