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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 | $109,563 | $116,434-5.9% | $65,583+67.1% | $139,487-21.5% |
| Participation rate | 83.3% | 67.9%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 17.45% | 31.34%-13.9pp | 47.46%-30.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $933 | $2,602-64.2% | $1,692-44.9% | $4,755-80.4% |
| Participant deferral / active EE | $3,863 | $4,245-9.0% | $2,833+36.4% | $6,713-42.4% |
| Admin fee / account holder | $9,170 | $6,696+36.9% | $4,112+123.0% | $11,407-19.6% |