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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 | $70,933 | $172,111-58.8% | $150,298-52.8% | $137,256-48.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.64% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,133 | $4,636-54.0% | $4,154-48.6% | $4,156-48.7% |
| Participant deferral / active EE | $6,101 | $6,166-1.1% | $5,453+11.9% | $6,407-4.8% |
| Admin fee / account holder | $21,988 | $16,471+33.5% | $14,116+55.8% | $12,270+79.2% |