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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 | $151,913 | $90,486+67.9% | $78,676+93.1% | $273,972-44.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.18% | 75.62%-59.4pp | 62.19%-46.0pp | 41.46%-25.3pp |
| Employer contribution / active EE | $2,689 | $3,175-15.3% | $2,850-5.6% | $4,869-44.8% |
| Participant deferral / active EE | $4,501 | $3,901+15.4% | $3,517+28.0% | $5,287-14.9% |
| Admin fee / account holder | $7,247 | $5,263+37.7% | $4,510+60.7% | $10,133-28.5% |