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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 | $120,193 | $197,603-39.2% | $177,827-32.4% | $158,950-24.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.88% | 58.76%-46.9pp | 48.32%-36.4pp | 302.91%-291.0pp |
| Employer contribution / active EE | $2,886 | $6,698-56.9% | $5,918-51.2% | $4,762-39.4% |
| Participant deferral / active EE | $20,495 | $8,404+143.9% | $7,713+165.7% | $5,983+242.6% |
| Admin fee / account holder | $5,641 | $15,402-63.4% | $12,429-54.6% | $11,248-49.9% |