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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 | $98,392 | $114,119-13.8% | $107,187-8.2% | $138,895-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.99% | 273.21%-258.2pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,356 | $4,059-42.0% | $3,782-37.7% | $4,194-43.8% |
| Participant deferral / active EE | $2,031 | $5,538-63.3% | $5,096-60.2% | $6,396-68.3% |
| Admin fee / account holder | $1,768 | $10,024-82.4% | $9,162-80.7% | $12,562-85.9% |