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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 | $86,567 | $70,366+23.0% | $66,674+29.8% | $138,895-37.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 14.58% | 386.41%-371.8pp | 321.24%-306.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,277 | $2,765-17.7% | $2,620-13.1% | $4,194-45.7% |
| Participant deferral / active EE | $4,182 | $4,374-4.4% | $4,084+2.4% | $6,396-34.6% |
| Admin fee / account holder | $3,188 | $5,262-39.4% | $5,098-37.5% | $12,562-74.6% |