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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 | $111,890 | $166,268-32.7% | $165,100-32.2% | $145,897-23.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.07% | 100.52%-80.4pp | 70.21%-50.1pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,873 | $5,284-45.6% | $4,348-33.9% | $4,663-38.4% |
| Participant deferral / active EE | $22,929 | $6,964+229.2% | $6,035+279.9% | $6,689+242.8% |
| Admin fee / account holder | $1,497 | $16,659-91.0% | $12,696-88.2% | $13,390-88.8% |