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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 | $109,018 | $114,119-4.5% | $107,187+1.7% | $138,895-21.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 13.46% | 273.21%-259.7pp | 204.55%-191.1pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,194 | $4,059-45.9% | $3,782-42.0% | $4,194-47.7% |
| Participant deferral / active EE | $6,534 | $5,538+18.0% | $5,096+28.2% | $6,396+2.2% |
| Admin fee / account holder | $8,299 | $10,024-17.2% | $9,162-9.4% | $12,562-33.9% |