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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 | $44,999 | $129,737-65.3% | $119,126-62.2% | $154,746-70.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 14.01% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,773 | $4,375-36.6% | $4,034-31.3% | $4,379-36.7% |
| Participant deferral / active EE | $7,563 | $5,842+29.5% | $5,318+42.2% | $6,730+12.4% |
| Admin fee / account holder | $130,181 | $11,961+988.4% | $10,693+1117.4% | $14,365+806.2% |