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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 | $116,507 | $227,399-48.8% | $189,758-38.6% | $198,609-41.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.45% | 61.03%-46.6pp | 52.62%-38.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,910 | $5,526-47.3% | $4,767-38.9% | $5,055-42.4% |
| Participant deferral / active EE | $4,507 | $6,837-34.1% | $5,856-23.0% | $6,977-35.4% |
| Admin fee / account holder | $10,045 | $25,162-60.1% | $20,388-50.7% | $19,030-47.2% |