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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 | $129,891 | $112,915+15.0% | $90,965+42.8% | $158,950-18.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.98% | 215.75%-200.8pp | 134.57%-119.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $956 | $2,894-67.0% | $2,122-55.0% | $4,762-79.9% |
| Participant deferral / active EE | $5,556 | $4,128+34.6% | $3,373+64.7% | $5,983-7.1% |
| Admin fee / account holder | $1,646 | $8,044-79.5% | $5,960-72.4% | $11,248-85.4% |