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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 | $96,815 | $201,344-51.9% | $184,243-47.5% | $145,877-33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.45% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,216 | $7,022-68.4% | $6,427-65.5% | $4,663-52.5% |
| Participant deferral / active EE | $10,403 | $9,807+6.1% | $9,132+13.9% | $6,691+55.5% |
| Admin fee / account holder | $4,616 | $16,382-71.8% | $13,914-66.8% | $13,402-65.6% |