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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 | $129,813 | $97,125+33.7% | $86,233+50.5% | $137,256-5.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.71% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,532 | $2,841+24.3% | $2,504+41.0% | $4,156-15.0% |
| Participant deferral / active EE | $14,620 | $5,180+182.3% | $4,559+220.7% | $6,407+128.2% |
| Admin fee / account holder | $1,278 | $9,725-86.9% | $8,342-84.7% | $12,270-89.6% |