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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 | $104,772 | $197,603-47.0% | $177,827-41.1% | $158,950-34.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 19.61% | 58.76%-39.2pp | 48.32%-28.7pp | 302.91%-283.3pp |
| Employer contribution / active EE | $2,220 | $6,698-66.9% | $5,918-62.5% | $4,762-53.4% |
| Participant deferral / active EE | $7,411 | $8,404-11.8% | $7,713-3.9% | $5,983+23.9% |
| Admin fee / account holder | $1,141 | $15,402-92.6% | $12,429-90.8% | $11,248-89.9% |