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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 | $67,991 | $154,228-55.9% | $145,433-53.2% | $137,256-50.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.31% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,034 | $4,804-57.7% | $4,554-55.3% | $4,156-51.1% |
| Participant deferral / active EE | $3,667 | $8,216-55.4% | $7,897-53.6% | $6,407-42.8% |
| Admin fee / account holder | $4,210 | $14,344-70.7% | $13,129-67.9% | $12,270-65.7% |