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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 | $110,792 | $81,696+35.6% | $70,494+57.2% | $158,982-30.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.98% | 208.70%-198.7pp | 109.16%-99.2pp | 302.99%-293.0pp |
| Employer contribution / active EE | $3,732 | $3,220+15.9% | $2,738+36.3% | $4,763-21.7% |
| Participant deferral / active EE | $5,682 | $4,558+24.7% | $3,711+53.1% | $5,983-5.0% |
| Admin fee / account holder | $9,377 | $6,200+51.2% | $3,848+143.7% | $11,252-16.7% |