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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 | $156,398-9.7% | $147,318-4.1% | $138,895+1.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.21% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $4,354 | $4,853-10.3% | $4,593-5.2% | $4,194+3.8% |
| Participant deferral / active EE | $2,500 | $8,237-69.7% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $950 | $14,976-93.7% | $13,708-93.1% | $12,562-92.4% |