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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 | $83,233 | $85,171-2.3% | $172,753-51.8% | $72,976+14.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.71% | 27.32%-9.6pp | 803.00%-785.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $3,789 | $3,324+14.0% | $5,144-26.3% | $2,440+55.3% |
| Participant deferral / active EE | $3,955 | $3,260+21.3% | $5,198-23.9% | $3,608+9.6% |
| Admin fee / account holder | $6,599 | $5,880+12.2% | $13,956-52.7% | $5,124+28.8% |