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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 | $121,311 | $77,901+55.7% | $149,717-19.0% | $75,181+61.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.44% | 31.73%-8.3pp | 134.41%-111.0pp | 160.69%-137.2pp |
| Employer contribution / active EE | $2,527 | $3,137-19.5% | $4,820-47.6% | $2,671-5.4% |
| Participant deferral / active EE | $7,014 | $3,411+105.6% | $5,682+23.4% | $4,126+70.0% |
| Admin fee / account holder | $320 | $5,949-94.6% | $13,213-97.6% | $5,650-94.3% |