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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 | $76,179 | $77,920-2.2% | $149,723-49.1% | $75,177+1.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.18% | 31.72%-8.5pp | 134.50%-111.3pp | 160.75%-137.6pp |
| Employer contribution / active EE | $2,724 | $3,138-13.2% | $4,821-43.5% | $2,671+2.0% |
| Participant deferral / active EE | $3,735 | $3,411+9.5% | $5,682-34.3% | $4,126-9.5% |
| Admin fee / account holder | $2,378 | $5,951-60.0% | $13,215-82.0% | $5,651-57.9% |