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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 | $124,789 | $114,013+9.5% | $103,693+20.3% | $155,188-19.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.53% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,291 | $3,131-26.8% | $2,920-21.5% | $4,248-46.1% |
| Participant deferral / active EE | $9,165 | $4,970+84.4% | $4,579+100.1% | $6,531+40.3% |
| Admin fee / account holder | $4,540 | $8,407-46.0% | $7,858-42.2% | $14,480-68.6% |