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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 | $111,535-2.4% | $105,223+3.5% | $137,256-20.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.69% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,693 | $3,939-31.6% | $3,689-27.0% | $4,156-35.2% |
| Participant deferral / active EE | $8,517 | $5,500+54.9% | $5,072+67.9% | $6,407+32.9% |
| Admin fee / account holder | $7,210 | $9,721-25.8% | $8,859-18.6% | $12,270-41.2% |