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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 | $111,814-76.6% | $93,654-72.0% | $145,959-82.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.03% | 203.30%-189.3pp | 133.34%-119.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,499 | $3,092+13.2% | $2,421+44.5% | $4,661-24.9% |
| Participant deferral / active EE | $8,201 | $4,914+66.9% | $4,413+85.8% | $6,689+22.6% |
| Admin fee / account holder | $7,462 | $10,246-27.2% | $8,282-9.9% | $13,398-44.3% |