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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 | $101,003 | $103,038-2.0% | $90,324+11.8% | $152,909-33.9% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 17.84% | 95.25%-77.4pp | 78.15%-60.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $7,564 | $3,141+140.8% | $2,856+164.9% | $4,764+58.8% |
| Participant deferral / active EE | $3,217 | $4,282-24.9% | $3,885-17.2% | $5,851-45.0% |
| Admin fee / account holder | $2,406 | $6,177-61.0% | $5,356-55.1% | $11,601-79.3% |