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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 | $130,258 | $117,859+10.5% | $102,438+27.2% | $145,959-10.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 31.72%-18.5pp | 29.37%-16.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,762 | $3,615-51.3% | $3,024-41.7% | $4,661-62.2% |
| Participant deferral / active EE | $5,929 | $5,732+3.4% | $5,054+17.3% | $6,689-11.4% |
| Admin fee / account holder | $17,551 | $13,318+31.8% | $9,448+85.8% | $13,398+31.0% |