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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 | $150,541 | $162,821-7.5% | $133,978+12.4% | $158,982-5.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.90% | 41.95%-33.0pp | 45.10%-36.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $4,099 | $4,976-17.6% | $3,919+4.6% | $4,763-13.9% |
| Participant deferral / active EE | $10,961 | $5,910+85.5% | $5,047+117.2% | $5,983+83.2% |
| Admin fee / account holder | $308 | $11,742-97.4% | $8,930-96.5% | $11,252-97.3% |