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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 | $164,784 | $142,972+15.3% | $214,702-23.2% | $86,983+89.4% |
| Participation rate | 85.7% | 84.9%+0.9pp | 87.5%-1.8pp | 69.5%+16.2pp |
| Annual return | 85.07% | 18.49%+66.6pp | 54.55%+30.5pp | 25.83%+59.2pp |
| Employer contribution / active EE | $2,558 | $4,635-44.8% | $6,461-60.4% | $2,584-1.0% |
| Participant deferral / active EE | $5,961 | $6,568-9.2% | $9,147-34.8% | $4,194+42.1% |
| Admin fee / account holder | $1,537 | $17,617-91.3% | $19,830-92.3% | $7,856-80.4% |