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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 | $129,755 | $123,155+5.4% | $108,753+19.3% | $155,188-16.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.69% | 44.73%-31.0pp | 37.47%-23.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,863 | $2,811-33.7% | $2,427-23.2% | $4,248-56.1% |
| Participant deferral / active EE | $5,401 | $4,623+16.8% | $4,115+31.2% | $6,531-17.3% |
| Admin fee / account holder | $17,759 | $12,126+46.4% | $10,320+72.1% | $14,480+22.6% |