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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 | $113,929 | $124,346-8.4% | $111,306+2.4% | $167,553-32.0% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 31.68% | 37.46%-5.8pp | 54.67%-23.0pp | 478.89%-447.2pp |
| Employer contribution / active EE | $3,804 | $3,438+10.7% | $2,732+39.3% | $4,840-21.4% |
| Participant deferral / active EE | $10,321 | $5,182+99.2% | $4,488+130.0% | $6,343+62.7% |
| Admin fee / account holder | $5,267 | $10,623-50.4% | $7,966-33.9% | $12,316-57.2% |