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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 | $93,375 | $116,203-19.6% | $93,621-0.3% | $152,909-38.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.93% | 35.96%-17.0pp | 32.76%-13.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $5,602 | $3,219+74.0% | $2,719+106.1% | $4,764+17.6% |
| Participant deferral / active EE | $4,881 | $4,605+6.0% | $4,070+19.9% | $5,851-16.6% |
| Admin fee / account holder | $3,927 | $10,751-63.5% | $7,890-50.2% | $11,601-66.2% |