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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 | $164,062 | $114,119+43.8% | $107,187+53.1% | $138,895+18.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.89% | 273.21%-259.3pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,475 | $4,059-14.4% | $3,782-8.1% | $4,194-17.2% |
| Participant deferral / active EE | $8,403 | $5,538+51.7% | $5,096+64.9% | $6,396+31.4% |
| Admin fee / account holder | $2,610 | $10,024-74.0% | $9,162-71.5% | $12,562-79.2% |