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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 | $121,100 | $114,013+6.2% | $103,693+16.8% | $155,188-22.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.43% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,762 | $3,131-43.7% | $2,920-39.7% | $4,248-58.5% |
| Participant deferral / active EE | $7,384 | $4,970+48.6% | $4,579+61.2% | $6,531+13.1% |
| Admin fee / account holder | $877 | $8,407-89.6% | $7,858-88.8% | $14,480-93.9% |