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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 | $88,865 | $70,366+26.3% | $66,674+33.3% | $138,895-36.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 14.69% | 386.41%-371.7pp | 321.24%-306.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,167 | $2,765-21.6% | $2,620-17.3% | $4,194-48.3% |
| Participant deferral / active EE | $7,377 | $4,374+68.6% | $4,084+80.6% | $6,396+15.3% |
| Admin fee / account holder | $8,093 | $5,262+53.8% | $5,098+58.8% | $12,562-35.6% |