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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 | $95,932 | $183,592-47.7% | $155,567-38.3% | $145,959-34.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.98% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,883 | $5,315-64.6% | $4,674-59.7% | $4,661-59.6% |
| Participant deferral / active EE | $7,382 | $6,464+14.2% | $5,628+31.2% | $6,689+10.4% |
| Admin fee / account holder | $1,342 | $19,318-93.1% | $15,916-91.6% | $13,398-90.0% |