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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 | $103,779 | $53,063+95.6% | $124,206-16.4% | $82,637+25.6% |
| Participation rate | 70.4% | 58.4%+12.0pp | 69.6%+0.8pp | 68.1%+2.3pp |
| Annual return | 15.24% | 68.87%-53.6pp | 515.27%-500.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,858 | $1,530+21.4% | $3,540-47.5% | $2,552-27.2% |
| Participant deferral / active EE | $4,882 | $2,644+84.6% | $3,968+23.0% | $4,126+18.3% |
| Admin fee / account holder | $667 | $4,281-84.4% | $5,929-88.8% | $7,339-90.9% |