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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 | $114,628 | $81,696+40.3% | $70,494+62.6% | $158,982-27.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.78% | 208.70%-196.9pp | 109.16%-97.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,938 | $3,220-8.8% | $2,738+7.3% | $4,763-38.3% |
| Participant deferral / active EE | $6,119 | $4,558+34.2% | $3,711+64.9% | $5,983+2.3% |
| Admin fee / account holder | $1,469 | $6,200-76.3% | $3,848-61.8% | $11,252-86.9% |