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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 | $114,013-21.5% | $103,693-13.6% | $155,188-42.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.11% | 49.31%-37.2pp | 47.61%-35.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,734 | $3,131-12.7% | $2,920-6.4% | $4,248-35.6% |
| Participant deferral / active EE | $5,058 | $4,970+1.8% | $4,579+10.5% | $6,531-22.6% |
| Admin fee / account holder | $4,750 | $8,407-43.5% | $7,858-39.5% | $14,480-67.2% |