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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 | $197,606 | $106,923+84.8% | $84,023+135.2% | $152,909+29.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.14% | 105.02%-80.9pp | 71.32%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,046 | $2,735-25.2% | $1,984+3.1% | $4,764-57.1% |
| Participant deferral / active EE | $3,573 | $4,013-11.0% | $3,239+10.3% | $5,851-38.9% |
| Admin fee / account holder | $6,104 | $8,289-26.4% | $6,1020% | $11,601-47.4% |