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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 | $44,999 | $111,535-59.7% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.01% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,773 | $3,939-29.6% | $3,689-24.8% | $4,156-33.3% |
| Participant deferral / active EE | $7,563 | $5,500+37.5% | $5,072+49.1% | $6,407+18.0% |
| Admin fee / account holder | $130,181 | $9,721+1239.1% | $8,859+1369.5% | $12,270+961.0% |