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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 | $106,300 | $141,001-24.6% | $112,228-5.3% | $139,487-23.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.83% | 32.75%-20.9pp | 30.23%-18.4pp | 373.84%-362.0pp |
| Employer contribution / active EE | $5,915 | $4,285+38.0% | $3,432+72.4% | $4,755+24.4% |
| Participant deferral / active EE | $8,680 | $5,877+47.7% | $4,800+80.8% | $6,713+29.3% |
| Admin fee / account holder | $7,933 | $9,959-20.3% | $7,752+2.3% | $11,407-30.5% |