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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 | $178,394 | $124,351+43.5% | $109,188+63.4% | $167,553+6.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.03% | 26.04%-9.0pp | 25.76%-8.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,017 | $4,210-52.1% | $3,723-45.8% | $4,840-58.3% |
| Participant deferral / active EE | $8,125 | $5,257+54.6% | $4,654+74.6% | $6,343+28.1% |
| Admin fee / account holder | $1,634 | $7,975-79.5% | $6,755-75.8% | $12,316-86.7% |