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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 | $90,021 | $69,248+30.0% | $64,101+40.4% | $139,466-35.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 177.01% | 45.95%+131.1pp | 33.72%+143.3pp | 373.66%-196.7pp |
| Employer contribution / active EE | $4,154 | $3,185+30.4% | $2,749+51.1% | $4,754-12.6% |
| Participant deferral / active EE | $10,127 | $4,682+116.3% | $3,881+160.9% | $6,712+50.9% |
| Admin fee / account holder | $1,467 | $4,247-65.5% | $3,070-52.2% | $11,409-87.1% |