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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 | $86,629 | $99,053-12.5% | $88,179-1.8% | $138,895-37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.70% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,774 | $2,882-38.5% | $2,549-30.4% | $4,194-57.7% |
| Participant deferral / active EE | $7,000 | $5,225+34.0% | $4,614+51.7% | $6,396+9.4% |
| Admin fee / account holder | $1,251 | $8,748-85.7% | $7,673-83.7% | $12,562-90.0% |