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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 | $142,708 | $172,111-17.1% | $150,298-5.0% | $137,256+4.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.49% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,972 | $4,636-57.5% | $4,154-52.5% | $4,156-52.6% |
| Participant deferral / active EE | $9,880 | $6,166+60.2% | $5,453+81.2% | $6,407+54.2% |
| Admin fee / account holder | $5,378 | $16,471-67.3% | $14,116-61.9% | $12,270-56.2% |