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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 | $129,691 | $117,895+10.0% | $102,460+26.6% | $145,897-11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,227 | $3,619-38.5% | $3,025-26.4% | $4,663-52.2% |
| Participant deferral / active EE | $4,998 | $5,736-12.9% | $5,056-1.2% | $6,689-25.3% |
| Admin fee / account holder | $11,052 | $13,353-17.2% | $9,460+16.8% | $13,390-17.5% |