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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 | $172,022 | $217,432-20.9% | $185,849-7.4% | $167,536+2.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.55% | 148.42%-129.9pp | 122.10%-103.6pp | 478.82%-460.3pp |
| Employer contribution / active EE | $2,107 | $5,875-64.1% | $5,169-59.2% | $4,839-56.5% |
| Participant deferral / active EE | $8,083 | $6,357+27.1% | $5,569+45.2% | $6,342+27.5% |
| Admin fee / account holder | $1,051 | $19,818-94.7% | $16,244-93.5% | $12,315-91.5% |