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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 | $97,125-10.8% | $86,233+0.5% | $137,256-36.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.70% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,774 | $2,841-37.6% | $2,504-29.2% | $4,156-57.3% |
| Participant deferral / active EE | $7,000 | $5,180+35.2% | $4,559+53.5% | $6,407+9.3% |
| Admin fee / account holder | $1,251 | $9,725-87.1% | $8,342-85.0% | $12,270-89.8% |