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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 | $67,723 | $157,296-56.9% | $141,191-52.0% | $152,897-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.42% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $1,741 | $5,262-66.9% | $4,736-63.2% | $4,764-63.5% |
| Participant deferral / active EE | $5,139 | $7,111-27.7% | $6,710-23.4% | $5,851-12.2% |
| Admin fee / account holder | $609 | $12,125-95.0% | $10,264-94.1% | $11,599-94.8% |