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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 | $142,009 | $111,535+27.3% | $105,223+35.0% | $137,256+3.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.99% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,234 | $3,939-43.3% | $3,689-39.4% | $4,156-46.2% |
| Participant deferral / active EE | $4,973 | $5,500-9.6% | $5,072-1.9% | $6,407-22.4% |
| Admin fee / account holder | $5,712 | $9,721-41.2% | $8,859-35.5% | $12,270-53.4% |