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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 | $143,460 | $100,073+43.4% | $85,126+68.5% | $145,877-1.7% |
| Participation rate | 95.7% | 74.1%+21.5pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 14.09% | 84.11%-70.0pp | 66.63%-52.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,520 | $3,236-53.0% | $2,731-44.3% | $4,663-67.4% |
| Participant deferral / active EE | $5,778 | $5,294+9.1% | $4,523+27.7% | $6,691-13.6% |
| Admin fee / account holder | $2,614 | $7,261-64.0% | $6,160-57.6% | $13,402-80.5% |