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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 | $59,590 | $185,312-67.8% | $161,489-63.1% | $154,746-61.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.63% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,132 | $4,769-55.3% | $4,268-50.1% | $4,379-51.3% |
| Participant deferral / active EE | $3,371 | $6,350-46.9% | $5,630-40.1% | $6,730-49.9% |
| Admin fee / account holder | $20,726 | $18,654+11.1% | $16,006+29.5% | $14,365+44.3% |