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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 | $83,130 | $111,535-25.5% | $105,223-21.0% | $137,256-39.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 15.85% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $13,117 | $3,939+233.0% | $3,689+255.6% | $4,156+215.6% |
| Participant deferral / active EE | $6,060 | $5,500+10.2% | $5,072+19.5% | $6,407-5.4% |
| Admin fee / account holder | $3,069 | $9,721-68.4% | $8,859-65.4% | $12,270-75.0% |