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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 | $248,683 | $105,960+134.7% | $81,726+204.3% | $158,982+56.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.16% | 38.19%-28.0pp | 29.49%-19.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $9,451 | $7,805+21.1% | $4,311+119.2% | $4,763+98.4% |
| Participant deferral / active EE | $8,561 | $13,011-34.2% | $7,108+20.4% | $5,983+43.1% |
| Admin fee / account holder | $838 | $8,494-90.1% | $5,160-83.8% | $11,252-92.6% |