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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 | $141,258 | $154,228-8.4% | $145,433-2.9% | $137,256+2.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.21% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $4,354 | $4,804-9.4% | $4,554-4.4% | $4,156+4.8% |
| Participant deferral / active EE | $2,500 | $8,216-69.6% | $7,897-68.3% | $6,407-61.0% |
| Admin fee / account holder | $950 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |