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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 | $204,400 | $225,673-9.4% | $203,872+0.3% | $155,188+31.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 11.29% | 95.91%-84.6pp | 85.11%-73.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,634 | $4,099-35.7% | $3,757-29.9% | $4,248-38.0% |
| Participant deferral / active EE | $4,189 | $6,893-39.2% | $6,388-34.4% | $6,531-35.9% |
| Admin fee / account holder | $2,917 | $12,327-76.3% | $11,730-75.1% | $14,480-79.9% |