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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 | $172,701 | $97,078+77.9% | $103,065+67.6% | $145,897+18.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 10.14% | 25.49%-15.3pp | 23.95%-13.8pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,486 | $4,680-68.2% | $4,675-68.2% | $4,663-68.1% |
| Participant deferral / active EE | $8,478 | $6,601+28.4% | $6,625+28.0% | $6,689+26.7% |
| Admin fee / account holder | $590 | $12,505-95.3% | $9,349-93.7% | $13,390-95.6% |