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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 | $69,118+12.8% | $53,647+45.3% | $138,895-43.9% |
| Participation rate | 76.9% | 64.0%+12.9pp | 56.3%+20.6pp | 79.9%-3.0pp |
| Annual return | 13.61% | 248.26%-234.7pp | 358.33%-344.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,651 | $1,189+38.8% | $962+71.6% | $4,194-60.6% |
| Participant deferral / active EE | $6,206 | $2,274+172.9% | $1,813+242.3% | $6,396-3.0% |
| Admin fee / account holder | $3,527 | $2,724+29.5% | $2,460+43.4% | $12,562-71.9% |