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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 | $100,097 | $172,111-41.8% | $150,298-33.4% | $137,256-27.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,991 | $4,636-35.5% | $4,154-28.0% | $4,156-28.0% |
| Participant deferral / active EE | $10,953 | $6,166+77.6% | $5,453+100.9% | $6,407+71.0% |
| Admin fee / account holder | $4,724 | $16,471-71.3% | $14,116-66.5% | $12,270-61.5% |