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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 | $72,717 | $107,368-32.3% | $92,915-21.7% | $152,909-52.4% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 22.82% | 145.64%-122.8pp | 109.45%-86.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,722 | $4,222-35.5% | $3,653-25.5% | $4,764-42.9% |
| Participant deferral / active EE | $7,751 | $4,848+59.9% | $4,238+82.9% | $5,851+32.5% |
| Admin fee / account holder | $1,543 | $7,082-78.2% | $5,796-73.4% | $11,601-86.7% |