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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 | $99,633 | $132,634-24.9% | $115,768-13.9% | $137,256-27.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.96% | 160.70%-138.7pp | 100.46%-78.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,319 | $3,360-31.0% | $2,940-21.1% | $4,156-44.2% |
| Participant deferral / active EE | $13,555 | $5,619+141.3% | $4,917+175.7% | $6,407+111.6% |
| Admin fee / account holder | $361 | $15,028-97.6% | $12,439-97.1% | $12,270-97.1% |