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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 | $152,457 | $157,304-3.1% | $141,197+8.0% | $152,909-0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,273 | $5,263-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $8,142 | $7,111+14.5% | $6,710+21.3% | $5,851+39.1% |
| Admin fee / account holder | $4,227 | $12,126-65.1% | $10,265-58.8% | $11,601-63.6% |