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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 | $81,849 | $111,535-26.6% | $105,223-22.2% | $137,256-40.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.78% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,505 | $3,939-36.4% | $3,689-32.1% | $4,156-39.7% |
| Participant deferral / active EE | $7,167 | $5,500+30.3% | $5,072+41.3% | $6,407+11.9% |
| Admin fee / account holder | $844 | $9,721-91.3% | $8,859-90.5% | $12,270-93.1% |