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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 | $133,627 | $157,276-15.0% | $141,177-5.3% | $152,885-12.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.14% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.3pp |
| Employer contribution / active EE | $2,950 | $5,262-43.9% | $4,736-37.7% | $4,763-38.1% |
| Participant deferral / active EE | $9,806 | $7,110+37.9% | $6,710+46.1% | $5,851+67.6% |
| Admin fee / account holder | $900 | $12,123-92.6% | $10,263-91.2% | $11,598-92.2% |