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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 | $51,223 | $157,296-67.4% | $141,191-63.7% | $152,897-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.02% | 64.34%-30.3pp | 71.41%-37.4pp | 345.43%-311.4pp |
| Employer contribution / active EE | $3,807 | $5,262-27.6% | $4,736-19.6% | $4,764-20.1% |
| Participant deferral / active EE | $5,796 | $7,111-18.5% | $6,710-13.6% | $5,851-0.9% |
| Admin fee / account holder | $1,167 | $12,125-90.4% | $10,264-88.6% | $11,599-89.9% |