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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 | $121,795 | $172,111-29.2% | $150,298-19.0% | $137,256-11.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.35% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,171 | $4,636-53.2% | $4,154-47.7% | $4,156-47.8% |
| Participant deferral / active EE | $7,584 | $6,166+23.0% | $5,453+39.1% | $6,407+18.4% |
| Admin fee / account holder | $1,087 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |