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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 | $35,098 | $93,617-62.5% | $135,982-74.2% | $75,177-53.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 71.86% | 30.89%+41.0pp | 68.32%+3.5pp | 160.75%-88.9pp |
| Employer contribution / active EE | $2,970 | $3,538-16.0% | $4,859-38.9% | $2,671+11.2% |
| Participant deferral / active EE | $9,338 | $6,406+45.8% | $7,760+20.3% | $4,126+126.3% |
| Admin fee / account holder | $13,003 | $6,980+86.3% | $10,767+20.8% | $5,651+130.1% |