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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 | $123,294 | $114,119+8.0% | $107,187+15.0% | $138,895-11.2% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.0%+13.2pp | 79.9%+8.3pp |
| Annual return | 16.65% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $11,750 | $4,059+189.5% | $3,782+210.7% | $4,194+180.1% |
| Participant deferral / active EE | $2,614 | $5,538-52.8% | $5,096-48.7% | $6,396-59.1% |
| Admin fee / account holder | $1,856 | $10,024-81.5% | $9,162-79.7% | $12,562-85.2% |