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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 | $147,065 | $115,796+27.0% | $101,264+45.2% | $158,950-7.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.50% | 56.15%-41.6pp | 46.48%-32.0pp | 302.91%-288.4pp |
| Employer contribution / active EE | $2,492 | $4,175-40.3% | $3,660-31.9% | $4,762-47.7% |
| Participant deferral / active EE | $6,004 | $4,958+21.1% | $4,370+37.4% | $5,983+0.4% |
| Admin fee / account holder | $1,184 | $7,247-83.7% | $5,947-80.1% | $11,248-89.5% |