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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 | $142,886 | $162,812-12.2% | $133,971+6.7% | $158,966-10.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.76% | 41.94%-35.2pp | 45.09%-38.3pp | 302.95%-296.2pp |
| Employer contribution / active EE | $2,606 | $4,976-47.6% | $3,919-33.5% | $4,762-45.3% |
| Participant deferral / active EE | $10,156 | $5,910+71.8% | $5,047+101.2% | $5,983+69.7% |
| Admin fee / account holder | $2,045 | $11,741-82.6% | $8,929-77.1% | $11,250-81.8% |