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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 | $108,279 | $132,634-18.4% | $115,768-6.5% | $137,256-21.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.63% | 160.70%-147.1pp | 100.46%-86.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,657 | $3,360-20.9% | $2,940-9.6% | $4,156-36.1% |
| Participant deferral / active EE | $7,930 | $5,619+41.1% | $4,917+61.3% | $6,407+23.8% |
| Admin fee / account holder | $11,979 | $15,028-20.3% | $12,439-3.7% | $12,270-2.4% |