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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 | $126,970 | $110,337+15.1% | $102,383+24.0% | $145,877-13.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 55.10% | 24.83%+30.3pp | 24.94%+30.2pp | 551.28%-496.2pp |
| Employer contribution / active EE | $2,986 | $4,216-29.2% | $3,870-22.8% | $4,663-36.0% |
| Participant deferral / active EE | $10,785 | $5,621+91.9% | $5,060+113.2% | $6,691+61.2% |
| Admin fee / account holder | $7,494 | $9,750-23.1% | $8,391-10.7% | $13,402-44.1% |