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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 | $98,915 | $88,672+11.6% | $105,223-6.0% | $82,448+20.0% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 84.21% | 30.86%+53.4pp | 180.65%-96.4pp | 41.64%+42.6pp |
| Employer contribution / active EE | $2,600 | $3,048-14.7% | $3,689-29.5% | $2,551+1.9% |
| Participant deferral / active EE | $8,221 | $4,036+103.7% | $5,072+62.1% | $4,139+98.6% |
| Admin fee / account holder | $4,395 | $7,146-38.5% | $8,859-50.4% | $7,234-39.2% |