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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 | $148,458 | $114,119+30.1% | $107,187+38.5% | $138,895+6.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.98% | 273.21%-258.2pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,701 | $4,059-33.5% | $3,782-28.6% | $4,194-35.6% |
| Participant deferral / active EE | $10,882 | $5,538+96.5% | $5,096+113.5% | $6,396+70.1% |
| Admin fee / account holder | $4,885 | $10,024-51.3% | $9,162-46.7% | $12,562-61.1% |