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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 | $93,617 | $69,118+35.4% | $53,647+74.5% | $138,895-32.6% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 13.71% | 248.26%-234.6pp | 358.33%-344.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $720 | $1,189-39.5% | $962-25.2% | $4,194-82.8% |
| Participant deferral / active EE | $4,534 | $2,274+99.4% | $1,813+150.1% | $6,396-29.1% |
| Admin fee / account holder | $1,309 | $2,724-51.9% | $2,460-46.8% | $12,562-89.6% |