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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 | $26,188 | $111,878-76.6% | $93,727-72.1% | $145,897-82.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.03% | 204.28%-190.2pp | 133.83%-119.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,499 | $3,092+13.2% | $2,421+44.5% | $4,663-25.0% |
| Participant deferral / active EE | $8,201 | $4,920+66.7% | $4,417+85.7% | $6,689+22.6% |
| Admin fee / account holder | $7,462 | $10,256-27.2% | $8,292-10.0% | $13,390-44.3% |