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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 | $108,638 | $116,203-6.5% | $93,621+16.0% | $152,897-28.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.02% | 35.96%-9.9pp | 32.76%-6.7pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,498 | $3,219-22.4% | $2,719-8.1% | $4,764-47.6% |
| Participant deferral / active EE | $6,486 | $4,605+40.9% | $4,070+59.4% | $5,851+10.8% |
| Admin fee / account holder | $979 | $10,751-90.9% | $7,890-87.6% | $11,599-91.6% |