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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 | $66,956 | $102,422-34.6% | $147,117-54.5% | $80,959-17.3% |
| Participation rate | 81.4% | 75.9%+5.6pp | 82.2%-0.8pp | 67.7%+13.8pp |
| Annual return | 14.57% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,525 | $3,717-5.2% | $4,932-28.5% | $2,757+27.9% |
| Participant deferral / active EE | $6,645 | $6,652-0.1% | $8,065-17.6% | $4,300+54.5% |
| Admin fee / account holder | $8,681 | $7,953+9.1% | $12,993-33.2% | $6,925+25.3% |