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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 | $88,990 | $178,174-50.1% | $156,181-43.0% | $137,256-35.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.55% | 84.19%-57.6pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $4,824 | $4,972-3.0% | $4,294+12.3% | $4,156+16.1% |
| Participant deferral / active EE | $10,794 | $6,888+56.7% | $6,132+76.0% | $6,407+68.5% |
| Admin fee / account holder | $2,404 | $17,404-86.2% | $14,586-83.5% | $12,270-80.4% |