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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 | $110,873 | $114,119-2.8% | $107,187+3.4% | $138,895-20.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.42% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $951 | $4,059-76.6% | $3,782-74.8% | $4,194-77.3% |
| Participant deferral / active EE | $5,453 | $5,538-1.5% | $5,096+7.0% | $6,396-14.8% |
| Admin fee / account holder | $455 | $10,024-95.5% | $9,162-95.0% | $12,562-96.4% |