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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 | $98,341 | $89,370+10.0% | $141,197-30.4% | $72,976+34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.83% | 111.88%-89.0pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $2,101 | $3,115-32.6% | $4,736-55.6% | $2,440-13.9% |
| Participant deferral / active EE | $3,358 | $5,419-38.0% | $6,710-50.0% | $3,608-6.9% |
| Admin fee / account holder | $7,103 | $5,957+19.2% | $10,265-30.8% | $5,124+38.6% |