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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 | $124,265 | $181,062-31.4% | $158,223-21.5% | $155,188-19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.82% | 57.39%-48.6pp | 52.09%-43.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $2,305 | $4,565-49.5% | $4,109-43.9% | $4,248-45.7% |
| Participant deferral / active EE | $5,494 | $6,134-10.4% | $5,467+0.5% | $6,531-15.9% |
| Admin fee / account holder | $4,544 | $18,825-75.9% | $16,047-71.7% | $14,480-68.6% |