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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 | $131,348 | $77,416+69.7% | $69,464+89.1% | $152,897-14.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.66% | 39.08%-15.4pp | 28.98%-5.3pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,871 | $3,315-13.4% | $2,779+3.3% | $4,764-39.7% |
| Participant deferral / active EE | $5,706 | $4,413+29.3% | $3,536+61.4% | $5,851-2.5% |
| Admin fee / account holder | $2,365 | $6,208-61.9% | $3,840-38.4% | $11,599-79.6% |