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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 | $129,244 | $100,901+28.1% | $75,501+71.2% | $147,586-12.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 18.76% | 35.78%-17.0pp | 27.35%-8.6pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,022 | $3,253-37.8% | $2,352-14.0% | $4,876-58.5% |
| Participant deferral / active EE | $6,773 | $4,027+68.2% | $3,142+115.5% | $5,439+24.5% |
| Admin fee / account holder | $1,097 | $11,285-90.3% | $5,801-81.1% | $10,886-89.9% |