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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 | $117,829+10.5% | $102,423+27.2% | $145,877-10.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 31.83%-18.6pp | 29.42%-16.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,762 | $3,615-51.2% | $3,023-41.7% | $4,663-62.2% |
| Participant deferral / active EE | $5,929 | $5,732+3.4% | $5,054+17.3% | $6,691-11.4% |
| Admin fee / account holder | $17,551 | $13,335+31.6% | $9,455+85.6% | $13,402+31.0% |