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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 | $111,047 | $98,240+13.0% | $82,312+34.9% | $147,586-24.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.58% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,251 | $3,192-29.5% | $2,428-7.3% | $4,876-53.8% |
| Participant deferral / active EE | $7,132 | $4,383+62.7% | $3,706+92.4% | $5,439+31.1% |
| Admin fee / account holder | $3,328 | $8,563-61.1% | $5,608-40.7% | $10,886-69.4% |