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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 | $60,492 | $132,634-54.4% | $115,768-47.7% | $137,256-55.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.81% | 160.70%-145.9pp | 100.46%-85.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,177 | $3,360-65.0% | $2,940-60.0% | $4,156-71.7% |
| Participant deferral / active EE | $6,022 | $5,619+7.2% | $4,917+22.5% | $6,407-6.0% |
| Admin fee / account holder | $549 | $15,028-96.3% | $12,439-95.6% | $12,270-95.5% |