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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 | $105,381 | $100,811+4.5% | $86,698+21.6% | $134,545-21.7% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -17.17% | 29.11%-46.3pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,955 | $3,490+13.3% | $2,837+39.4% | $4,742-16.6% |
| Participant deferral / active EE | $11,308 | $5,339+111.8% | $4,656+142.9% | $6,401+76.7% |
| Admin fee / account holder | $2,161 | $10,926-80.2% | $7,492-71.2% | $11,431-81.1% |