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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 | $95,349 | $115,814-17.7% | $101,275-5.9% | $158,982-40.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $5,692 | $4,176+36.3% | $3,660+55.5% | $4,763+19.5% |
| Participant deferral / active EE | $4,645 | $4,958-6.3% | $4,371+6.3% | $5,983-22.4% |
| Admin fee / account holder | $985 | $7,249-86.4% | $5,948-83.4% | $11,252-91.2% |