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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 | $143,562 | $156,616-8.3% | $133,346+7.7% | $198,609-27.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.62% | 44.25%-26.6pp | 36.85%-19.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,616 | $3,368-52.0% | $2,853-43.4% | $5,055-68.0% |
| Participant deferral / active EE | $6,603 | $4,920+34.2% | $4,332+52.4% | $6,977-5.4% |
| Admin fee / account holder | $2,104 | $17,468-88.0% | $14,264-85.2% | $19,030-88.9% |