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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 | $115,670 | $111,830+3.4% | $93,696+23.5% | $145,884-20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,892 | $3,093-38.8% | $2,422-21.9% | $4,662-59.4% |
| Participant deferral / active EE | $5,904 | $4,920+20.0% | $4,417+33.7% | $6,690-11.7% |
| Admin fee / account holder | $6,353 | $10,249-38.0% | $8,287-23.3% | $13,392-52.6% |