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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 | $127,581 | $115,780+10.2% | $101,255+26.0% | $158,931-19.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.11% | 56.14%-48.0pp | 46.48%-38.4pp | 302.86%-294.7pp |
| Employer contribution / active EE | $3,502 | $4,175-16.1% | $3,660-4.3% | $4,761-26.5% |
| Participant deferral / active EE | $4,504 | $4,958-9.2% | $4,370+3.0% | $5,982-24.7% |
| Admin fee / account holder | $11,726 | $7,246+61.8% | $5,946+97.2% | $11,247+4.3% |