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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 | $157,721 | $107,421+46.8% | $182,262-13.5% | $94,015+67.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 17.42% | 21.32%-3.9pp | 140.60%-123.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $3,333 | $3,448-3.3% | $5,046-33.9% | $2,790+19.5% |
| Participant deferral / active EE | $5,903 | $6,558-10.0% | $8,276-28.7% | $4,249+38.9% |
| Admin fee / account holder | $5,187 | $8,692-40.3% | $16,712-69.0% | $8,951-42.1% |