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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 | $122,509 | $201,259-39.1% | $184,200-33.5% | $145,959-16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 28.98%-12.0pp | 28.80%-11.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,630 | $7,018-76.8% | $6,424-74.6% | $4,661-65.0% |
| Participant deferral / active EE | $3,943 | $9,806-59.8% | $9,132-56.8% | $6,689-41.0% |
| Admin fee / account holder | $12,803 | $16,372-21.8% | $13,907-7.9% | $13,398-4.4% |