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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 | $72,518 | $196,972-63.2% | $182,262-60.2% | $198,609-63.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.06% | 158.27%-151.2pp | 140.60%-133.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,557 | $5,364-33.7% | $5,046-29.5% | $5,055-29.6% |
| Participant deferral / active EE | $6,761 | $8,643-21.8% | $8,276-18.3% | $6,977-3.1% |
| Admin fee / account holder | $24,400 | $18,429+32.4% | $16,712+46.0% | $19,030+28.2% |