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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 | $156,867 | $77,419+102.6% | $69,461+125.8% | $152,885+2.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 9.13% | 39.07%-29.9pp | 28.97%-19.8pp | 345.39%-336.3pp |
| Employer contribution / active EE | $516 | $3,315-84.4% | $2,779-81.4% | $4,763-89.2% |
| Participant deferral / active EE | $4,112 | $4,414-6.8% | $3,536+16.3% | $5,851-29.7% |
| Admin fee / account holder | $4,678 | $6,207-24.6% | $3,840+21.8% | $11,598-59.7% |