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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 | $124,588 | $223,823-44.3% | $211,142-41.0% | $154,746-19.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.24% | 50.39%-30.2pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,200 | $6,787-38.1% | $6,442-34.8% | $4,379-4.1% |
| Participant deferral / active EE | $13,063 | $9,750+34.0% | $9,284+40.7% | $6,730+94.1% |
| Admin fee / account holder | $9,009 | $19,707-54.3% | $19,076-52.8% | $14,365-37.3% |