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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 | $95,380 | $100,033-4.7% | $149,716-36.3% | $70,124+36.0% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 16.72% | 27.43%-10.7pp | 1501.67%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,618 | $3,661+26.1% | $5,444-15.2% | $2,342+97.1% |
| Participant deferral / active EE | $9,508 | $4,982+90.8% | $6,568+44.8% | $3,332+185.4% |
| Admin fee / account holder | $4,567 | $8,285-44.9% | $11,282-59.5% | $4,645-1.7% |