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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 | $102,547 | $77,449+32.4% | $69,483+47.6% | $152,909-32.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.69% | 39.09%-22.4pp | 28.99%-12.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,220 | $3,316-63.2% | $2,780-56.1% | $4,764-74.4% |
| Participant deferral / active EE | $2,440 | $4,415-44.7% | $3,537-31.0% | $5,851-58.3% |
| Admin fee / account holder | $3,020 | $6,210-51.4% | $3,841-21.4% | $11,601-74.0% |