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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 | $71,837 | $81,696-12.1% | $70,494+1.9% | $158,982-54.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 20.14% | 208.70%-188.6pp | 109.16%-89.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $7,996 | $3,220+148.3% | $2,738+192.0% | $4,763+67.9% |
| Participant deferral / active EE | $6,913 | $4,558+51.7% | $3,711+86.3% | $5,983+15.5% |
| Admin fee / account holder | $556 | $6,200-91.0% | $3,848-85.6% | $11,252-95.1% |