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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 | $143,872 | $111,535+29.0% | $105,223+36.7% | $137,256+4.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 14.28% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,077 | $3,939-47.3% | $3,689-43.7% | $4,156-50.0% |
| Participant deferral / active EE | $8,413 | $5,500+53.0% | $5,072+65.9% | $6,407+31.3% |
| Admin fee / account holder | $508 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |