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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 | $128,820 | $114,119+12.9% | $107,187+20.2% | $138,895-7.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.48% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,456 | $4,059-39.5% | $3,782-35.1% | $4,194-41.4% |
| Participant deferral / active EE | $6,154 | $5,538+11.1% | $5,096+20.8% | $6,396-3.8% |
| Admin fee / account holder | $2,465 | $10,024-75.4% | $9,162-73.1% | $12,562-80.4% |