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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 | $118,437 | $157,829-25.0% | $136,867-13.5% | $198,609-40.4% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 13.87% | 51.25%-37.4pp | 42.97%-29.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $7,528 | $3,923+91.9% | $3,547+112.2% | $5,055+48.9% |
| Participant deferral / active EE | $3,752 | $5,463-31.3% | $4,924-23.8% | $6,977-46.2% |
| Admin fee / account holder | $3,637 | $11,107-67.3% | $10,340-64.8% | $19,030-80.9% |