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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 | $68,239 | $90,486-24.6% | $78,676-13.3% | $273,972-75.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.63% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,922 | $3,175+55.0% | $2,850+72.7% | $4,869+1.1% |
| Participant deferral / active EE | $6,556 | $3,901+68.0% | $3,517+86.4% | $5,287+24.0% |
| Admin fee / account holder | $1,946 | $5,263-63.0% | $4,510-56.8% | $10,133-80.8% |