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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 | $99,253 | $91,167+8.9% | $178,498-44.4% | $79,858+24.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.10% | 24.19%-2.1pp | 151.09%-129.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $6,248 | $3,255+91.9% | $5,011+24.7% | $2,471+152.9% |
| Participant deferral / active EE | $3,209 | $3,236-0.8% | $5,202-38.3% | $3,740-14.2% |
| Admin fee / account holder | $1,357 | $6,747-79.9% | $13,985-90.3% | $5,306-74.4% |