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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 | $94,070 | $142,430-34.0% | $115,170-18.3% | $152,885-38.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 19.20% | 41.48%-22.3pp | 35.60%-16.4pp | 345.39%-326.2pp |
| Employer contribution / active EE | $1,693 | $4,011-57.8% | $3,179-46.7% | $4,763-64.4% |
| Participant deferral / active EE | $6,706 | $5,165+29.8% | $4,169+60.9% | $5,851+14.6% |
| Admin fee / account holder | $4,047 | $8,464-52.2% | $7,089-42.9% | $11,598-65.1% |