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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 | $192,726 | $217,432-11.4% | $185,849+3.7% | $167,536+15.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.80% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,798 | $5,875-69.4% | $5,169-65.2% | $4,839-62.8% |
| Participant deferral / active EE | $6,730 | $6,357+5.9% | $5,569+20.9% | $6,342+6.1% |
| Admin fee / account holder | $1,783 | $19,818-91.0% | $16,244-89.0% | $12,315-85.5% |