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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 | $129,521 | $106,247+21.9% | $96,515+34.2% | $139,466-7.1% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.1pp |
| Annual return | 13.99% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,564 | $4,106-37.5% | $3,740-31.4% | $4,754-46.1% |
| Participant deferral / active EE | $6,810 | $5,456+24.8% | $4,880+39.6% | $6,712+1.5% |
| Admin fee / account holder | $48,196 | $7,885+511.2% | $6,735+615.6% | $11,409+322.5% |