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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 | $105,477 | $81,643+29.2% | $70,462+49.7% | $158,950-33.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.82% | 208.51%-189.7pp | 109.08%-90.3pp | 302.91%-284.1pp |
| Employer contribution / active EE | $3,100 | $3,218-3.7% | $2,737+13.2% | $4,762-34.9% |
| Participant deferral / active EE | $6,014 | $4,555+32.0% | $3,710+62.1% | $5,983+0.5% |
| Admin fee / account holder | $3,976 | $6,194-35.8% | $3,845+3.4% | $11,248-64.7% |