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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 | $108,908 | $114,119-4.6% | $107,187+1.6% | $138,895-21.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.69% | 273.21%-257.5pp | 204.55%-188.9pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,693 | $4,059-33.7% | $3,782-28.8% | $4,194-35.8% |
| Participant deferral / active EE | $8,517 | $5,538+53.8% | $5,096+67.1% | $6,396+33.2% |
| Admin fee / account holder | $7,210 | $10,024-28.1% | $9,162-21.3% | $12,562-42.6% |