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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 | $115,157 | $197,637-41.7% | $177,848-35.2% | $158,982-27.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.19% | 58.77%-42.6pp | 48.33%-32.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,601 | $6,698-76.1% | $5,919-72.9% | $4,763-66.4% |
| Participant deferral / active EE | $4,159 | $8,405-50.5% | $7,714-46.1% | $5,983-30.5% |
| Admin fee / account holder | $568 | $15,406-96.3% | $12,431-95.4% | $11,252-95.0% |