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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 | $58,234+76.2% | $81,783+25.5% | $80,874+26.9% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.4%-0.9pp | 67.6%+3.8pp |
| Annual return | 14.58% | 41.70%-27.1pp | 775.05%-760.5pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,595 | $2,341+10.8% | $2,913-10.9% | $2,756-5.8% |
| Participant deferral / active EE | $3,702 | $3,283+12.8% | $4,320-14.3% | $4,297-13.9% |
| Admin fee / account holder | $8,892 | $4,982+78.5% | $7,380+20.5% | $6,935+28.2% |