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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 | $101,474 | $217,432-53.3% | $185,851-45.4% | $167,553-39.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.24% | 148.43%-135.2pp | 122.11%-108.9pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,603 | $5,874-38.7% | $5,168-30.3% | $4,840-25.6% |
| Participant deferral / active EE | $6,964 | $6,357+9.5% | $5,569+25.1% | $6,343+9.8% |
| Admin fee / account holder | $718 | $19,820-96.4% | $16,245-95.6% | $12,316-94.2% |