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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 | $96,382 | $81,664+18.0% | $70,476+36.8% | $158,966-39.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.04% | 208.59%-195.6pp | 109.12%-96.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,629 | $3,219-18.3% | $2,738-4.0% | $4,762-44.8% |
| Participant deferral / active EE | $5,258 | $4,556+15.4% | $3,710+41.7% | $5,983-12.1% |
| Admin fee / account holder | $8,322 | $6,197+34.3% | $3,847+116.3% | $11,250-26.0% |