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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 | $82,281 | $90,486-9.1% | $78,676+4.6% | $273,972-70.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,723 | $3,175+80.3% | $2,850+100.8% | $4,869+17.5% |
| Participant deferral / active EE | $1,290 | $3,901-66.9% | $3,517-63.3% | $5,287-75.6% |
| Admin fee / account holder | $898 | $5,263-82.9% | $4,510-80.1% | $10,133-91.1% |