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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 | $132,227 | $81,643+62.0% | $70,462+87.7% | $158,950-16.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.60% | 208.51%-184.9pp | 109.08%-85.5pp | 302.91%-279.3pp |
| Employer contribution / active EE | $3,556 | $3,218+10.5% | $2,737+29.9% | $4,762-25.3% |
| Participant deferral / active EE | $8,634 | $4,555+89.6% | $3,710+132.7% | $5,983+44.3% |
| Admin fee / account holder | $8,550 | $6,194+38.0% | $3,845+122.3% | $11,248-24.0% |