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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 | $118,373 | $106,280+11.4% | $96,538+22.6% | $139,487-15.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.02% | 38.48%-25.5pp | 35.74%-22.7pp | 373.84%-360.8pp |
| Employer contribution / active EE | $6,674 | $4,107+62.5% | $3,740+78.4% | $4,755+40.4% |
| Participant deferral / active EE | $5,312 | $5,457-2.7% | $4,880+8.8% | $6,713-20.9% |
| Admin fee / account holder | $1,329 | $7,888-83.2% | $6,737-80.3% | $11,407-88.3% |