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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 | $105,223 | $95,415+10.3% | $185,851-43.4% | $85,851+22.6% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 16.24% | 23.59%-7.3pp | 122.11%-105.9pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,032 | $3,314-38.7% | $5,168-60.7% | $2,565-20.8% |
| Participant deferral / active EE | $4,372 | $3,424+27.7% | $5,569-21.5% | $3,952+10.6% |
| Admin fee / account holder | $2,919 | $7,215-59.5% | $16,245-82.0% | $6,261-53.4% |