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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 | $99,538 | $165,361-39.8% | $149,715-33.5% | $158,950-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.95% | 348.24%-329.3pp | 276.66%-257.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $2,843 | $5,103-44.3% | $4,645-38.8% | $4,762-40.3% |
| Participant deferral / active EE | $10,143 | $7,182+41.2% | $6,842+48.2% | $5,983+69.5% |
| Admin fee / account holder | $456 | $10,808-95.8% | $9,310-95.1% | $11,248-95.9% |