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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 | $137,750 | $182,442-24.5% | $163,379-15.7% | $138,895-0.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.02% | 72.74%-59.7pp | 63.41%-50.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,790 | $4,159-57.0% | $3,752-52.3% | $4,194-57.3% |
| Participant deferral / active EE | $4,987 | $6,817-26.8% | $6,282-20.6% | $6,396-22.0% |
| Admin fee / account holder | $1,999 | $10,396-80.8% | $9,818-79.6% | $12,562-84.1% |