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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 | $89,831 | $110,410-18.6% | $102,437-12.3% | $145,897-38.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.78% | 24.85%+12.9pp | 24.95%+12.8pp | 552.29%-514.5pp |
| Employer contribution / active EE | $3,004 | $4,217-28.8% | $3,871-22.4% | $4,663-35.6% |
| Participant deferral / active EE | $12,280 | $5,622+118.4% | $5,060+142.7% | $6,689+83.6% |
| Admin fee / account holder | $2,045 | $9,745-79.0% | $8,388-75.6% | $13,390-84.7% |