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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 | $106,216 | $157,304-32.5% | $141,197-24.8% | $152,909-30.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 22.46% | 64.34%-41.9pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,618 | $5,263-31.3% | $4,736-23.6% | $4,764-24.1% |
| Participant deferral / active EE | $11,279 | $7,111+58.6% | $6,710+68.1% | $5,851+92.8% |
| Admin fee / account holder | $2,620 | $12,126-78.4% | $10,265-74.5% | $11,601-77.4% |