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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 | $110,412 | $125,193-11.8% | $105,591+4.6% | $145,978-24.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.52% | 225.53%-215.0pp | 116.43%-105.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $4,541 | $3,718+22.1% | $3,166+43.4% | $4,662-2.6% |
| Participant deferral / active EE | $11,780 | $5,708+106.4% | $5,008+135.2% | $6,690+76.1% |
| Admin fee / account holder | $312 | $17,277-98.2% | $11,024-97.2% | $13,400-97.7% |