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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 | $129,737-35.9% | $119,126-30.2% | $154,746-46.3% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 15.85% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $13,117 | $4,375+199.8% | $4,034+225.2% | $4,379+199.5% |
| Participant deferral / active EE | $6,060 | $5,842+3.7% | $5,318+14.0% | $6,730-10.0% |
| Admin fee / account holder | $3,069 | $11,961-74.3% | $10,693-71.3% | $14,365-78.6% |