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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 | $176,067 | $111,535+57.9% | $105,223+67.3% | $137,256+28.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.83% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,928 | $3,939-51.1% | $3,689-47.7% | $4,156-53.6% |
| Participant deferral / active EE | $20,415 | $5,500+271.2% | $5,072+302.5% | $6,407+218.7% |
| Admin fee / account holder | $3,584 | $9,721-63.1% | $8,859-59.5% | $12,270-70.8% |