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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 | $115,100 | $105,200+9.4% | $159,474-27.8% | $85,847+34.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.30% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $2,239 | $3,319-32.5% | $4,831-53.7% | $2,565-12.7% |
| Participant deferral / active EE | $2,992 | $5,946-49.7% | $7,353-59.3% | $3,952-24.3% |
| Admin fee / account holder | $1,972 | $6,934-71.6% | $10,802-81.7% | $6,261-68.5% |