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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 | $107,062 | $152,619-29.9% | $125,195-14.5% | $152,909-30.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.94% | 54.85%-37.9pp | 43.79%-26.9pp | 345.46%-328.5pp |
| Employer contribution / active EE | $3,476 | $4,947-29.7% | $3,866-10.1% | $4,764-27.0% |
| Participant deferral / active EE | $5,414 | $5,869-7.7% | $4,937+9.7% | $5,851-7.5% |
| Admin fee / account holder | $4,231 | $13,437-68.5% | $9,704-56.4% | $11,601-63.5% |