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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 | $91,634 | $89,367+2.5% | $141,191-35.1% | $72,975+25.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.88% | 111.87%-91.0pp | 71.41%-50.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,411 | $3,115-22.6% | $4,736-49.1% | $2,440-1.2% |
| Participant deferral / active EE | $4,708 | $5,419-13.1% | $6,710-29.8% | $3,608+30.5% |
| Admin fee / account holder | $2,994 | $5,957-49.7% | $10,264-70.8% | $5,124-41.6% |