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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 | $77,960 | $67,823+14.9% | $52,425+48.7% | $137,256-43.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 55.6%+21.3pp | 80.0%-3.0pp |
| Annual return | 13.61% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,651 | $1,163+42.0% | $914+80.6% | $4,156-60.3% |
| Participant deferral / active EE | $6,206 | $2,288+171.3% | $1,790+246.6% | $6,407-3.1% |
| Admin fee / account holder | $3,527 | $2,844+24.0% | $2,495+41.4% | $12,270-71.3% |