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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 | $112,906 | $114,119-1.1% | $107,187+5.3% | $138,895-18.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.17% | 273.21%-257.0pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,573 | $4,059+37.3% | $3,782+47.3% | $4,194+32.9% |
| Participant deferral / active EE | $5,132 | $5,538-7.3% | $5,096+0.7% | $6,396-19.8% |
| Admin fee / account holder | $441 | $10,024-95.6% | $9,162-95.2% | $12,562-96.5% |