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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 | $120,844 | $114,119+5.9% | $107,187+12.7% | $138,895-13.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.43% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,778 | $4,059-31.6% | $3,782-26.6% | $4,194-33.8% |
| Participant deferral / active EE | $14,077 | $5,538+154.2% | $5,096+176.2% | $6,396+120.1% |
| Admin fee / account holder | $860 | $10,024-91.4% | $9,162-90.6% | $12,562-93.2% |