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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 | $99,829 | $114,119-12.5% | $107,187-6.9% | $138,895-28.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.79% | 273.21%-256.4pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,207 | $4,059-70.3% | $3,782-68.1% | $4,194-71.2% |
| Participant deferral / active EE | $4,157 | $5,538-24.9% | $5,096-18.4% | $6,396-35.0% |
| Admin fee / account holder | $7,093 | $10,024-29.2% | $9,162-22.6% | $12,562-43.5% |