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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 | $102,604 | $58,311+76.0% | $81,882+25.3% | $80,959+26.7% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 14.58% | 41.85%-27.3pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,595 | $2,347+10.6% | $2,916-11.0% | $2,757-5.9% |
| Participant deferral / active EE | $3,702 | $3,287+12.6% | $4,323-14.4% | $4,300-13.9% |
| Admin fee / account holder | $8,892 | $4,752+87.1% | $7,360+20.8% | $6,925+28.4% |