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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 | $83,928 | $176,402-52.4% | $134,162-37.4% | $158,966-47.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.97% | 63.66%-45.7pp | 36.35%-18.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,424 | $5,042-51.9% | $3,705-34.6% | $4,762-49.1% |
| Participant deferral / active EE | $5,939 | $4,093+45.1% | $3,500+69.7% | $5,983-0.7% |
| Admin fee / account holder | $1,313 | $8,719-84.9% | $6,685-80.4% | $11,250-88.3% |