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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 | $99,994 | $88,672+12.8% | $105,223-5.0% | $82,448+21.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.48% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $937 | $3,048-69.3% | $3,689-74.6% | $2,551-63.3% |
| Participant deferral / active EE | $5,910 | $4,036+46.4% | $5,072+16.5% | $4,139+42.8% |
| Admin fee / account holder | $4,406 | $7,146-38.3% | $8,859-50.3% | $7,234-39.1% |