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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 | $189,958 | $152,460+24.6% | $118,746+60.0% | $147,586+28.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.24% | 17.41%-3.2pp | 24.54%-10.3pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,079 | $5,046-58.8% | $4,193-50.4% | $4,876-57.4% |
| Participant deferral / active EE | $5,020 | $6,212-19.2% | $5,332-5.9% | $5,439-7.7% |
| Admin fee / account holder | $3,271 | $16,953-80.7% | $10,720-69.5% | $10,886-70.0% |