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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 | $99,921+43.6% | $85,009+68.8% | $145,959-1.7% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.4pp |
| Annual return | 14.09% | 83.89%-69.8pp | 66.47%-52.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,520 | $3,233-53.0% | $2,728-44.3% | $4,661-67.4% |
| Participant deferral / active EE | $5,778 | $5,293+9.2% | $4,522+27.8% | $6,689-13.6% |
| Admin fee / account holder | $2,614 | $7,252-64.0% | $6,153-57.5% | $13,398-80.5% |