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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 | $141,027 | $100,203+40.7% | $85,240+65.4% | $145,897-3.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 21.08% | 84.28%-63.2pp | 66.75%-45.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $3,593 | $3,242+10.8% | $2,735+31.4% | $4,663-22.9% |
| Participant deferral / active EE | $9,512 | $5,299+79.5% | $4,527+110.1% | $6,689+42.2% |
| Admin fee / account holder | $556 | $7,265-92.4% | $6,165-91.0% | $13,390-95.9% |