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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 | $93,357 | $140,592-33.6% | $123,106-24.2% | $125,393-25.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 58.92% | 16.80%+42.1pp | 13.22%+45.7pp | 282.23%-223.3pp |
| Employer contribution / active EE | $1,272 | $6,041-79.0% | $5,151-75.3% | $4,866-73.9% |
| Participant deferral / active EE | $4,259 | $6,980-39.0% | $6,229-31.6% | $5,351-20.4% |
| Admin fee / account holder | $6,659 | $11,198-40.5% | $9,015-26.1% | $9,541-30.2% |