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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 | $68,075 | $111,535-39.0% | $105,223-35.3% | $137,256-50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.82% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,117 | $3,939+4.5% | $3,689+11.6% | $4,156-0.9% |
| Participant deferral / active EE | $9,928 | $5,500+80.5% | $5,072+95.7% | $6,407+55.0% |
| Admin fee / account holder | $8,306 | $9,721-14.6% | $8,859-6.2% | $12,270-32.3% |