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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 | $155,018 | $156,616-1.0% | $133,346+16.3% | $198,609-21.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.68% | 44.25%-32.6pp | 36.85%-25.2pp | 202.70%-191.0pp |
| Employer contribution / active EE | $2,832 | $3,368-15.9% | $2,853-0.7% | $5,055-44.0% |
| Participant deferral / active EE | $4,416 | $4,920-10.2% | $4,332+1.9% | $6,977-36.7% |
| Admin fee / account holder | $1,058 | $17,468-93.9% | $14,264-92.6% | $19,030-94.4% |