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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 | $89,194 | $108,922-18.1% | $100,398-11.2% | $145,978-38.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 58.04%-42.3pp | 49.32%-33.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,982 | $4,426-32.6% | $3,946-24.4% | $4,662-36.0% |
| Participant deferral / active EE | $9,535 | $8,450+12.8% | $8,084+18.0% | $6,690+42.5% |
| Admin fee / account holder | $19,087 | $9,680+97.2% | $7,893+141.8% | $13,400+42.4% |