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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 | $104,101 | $114,119-8.8% | $107,187-2.9% | $138,895-25.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 15.01% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $21,363 | $4,059+426.3% | $3,782+464.8% | $4,194+409.3% |
| Participant deferral / active EE | $1,958 | $5,538-64.6% | $5,096-61.6% | $6,396-69.4% |
| Admin fee / account holder | $1,144 | $10,024-88.6% | $9,162-87.5% | $12,562-90.9% |