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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 | $116,507 | $172,111-32.3% | $150,298-22.5% | $137,256-15.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.45% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,910 | $4,636-37.2% | $4,154-29.9% | $4,156-30.0% |
| Participant deferral / active EE | $4,507 | $6,166-26.9% | $5,453-17.3% | $6,407-29.7% |
| Admin fee / account holder | $10,045 | $16,471-39.0% | $14,116-28.8% | $12,270-18.1% |