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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 | $90,796 | $165,399-45.1% | $149,745-39.4% | $158,982-42.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.26% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $4,615 | $5,105-9.6% | $4,646-0.7% | $4,763-3.1% |
| Participant deferral / active EE | $2,361 | $7,183-67.1% | $6,843-65.5% | $5,983-60.5% |
| Admin fee / account holder | $1,270 | $10,811-88.3% | $9,312-86.4% | $11,252-88.7% |