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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 | $101,271 | $103,392-2.1% | $87,104+16.3% | $152,897-33.8% |
| Participation rate | 94.1% | 79.4%+14.8pp | 76.9%+17.2pp | 82.5%+11.7pp |
| Annual return | 23.71% | 28.10%-4.4pp | 28.19%-4.5pp | 345.43%-321.7pp |
| Employer contribution / active EE | $4,412 | $3,221+37.0% | $2,521+75.0% | $4,764-7.4% |
| Participant deferral / active EE | $2,567 | $4,778-46.3% | $4,048-36.6% | $5,851-56.1% |
| Admin fee / account holder | $522 | $12,194-95.7% | $7,491-93.0% | $11,599-95.5% |