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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 | $142,696 | $93,346+52.9% | $71,796+98.8% | $273,972-47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.69% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,105 | $2,733-23.0% | $1,924+9.4% | $4,869-56.8% |
| Participant deferral / active EE | $3,804 | $3,475+9.5% | $2,794+36.1% | $5,287-28.0% |
| Admin fee / account holder | $4,264 | $6,571-35.1% | $4,815-11.4% | $10,133-57.9% |