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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 | $117,122 | $126,113-7.1% | $116,096+0.9% | $155,188-24.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 16.37% | 391.72%-375.4pp | 326.25%-309.9pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,814 | $2,672-32.1% | $2,503-27.5% | $4,248-57.3% |
| Participant deferral / active EE | $5,242 | $4,162+26.0% | $3,952+32.6% | $6,531-19.7% |
| Admin fee / account holder | $2,284 | $8,045-71.6% | $7,704-70.4% | $14,480-84.2% |