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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 | $89,552 | $157,829-43.3% | $136,867-34.6% | $198,609-54.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.11% | 51.25%-39.1pp | 42.97%-30.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,734 | $3,923-30.3% | $3,547-22.9% | $5,055-45.9% |
| Participant deferral / active EE | $5,058 | $5,463-7.4% | $4,924+2.7% | $6,977-27.5% |
| Admin fee / account holder | $4,750 | $11,107-57.2% | $10,340-54.1% | $19,030-75.0% |