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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 | $38,410 | $125,190-69.3% | $105,624-63.6% | $145,897-73.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.61% | 225.22%-216.6pp | 116.20%-107.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,501 | $3,720-59.6% | $3,168-52.6% | $4,663-67.8% |
| Participant deferral / active EE | $3,967 | $5,716-30.6% | $5,013-20.9% | $6,689-40.7% |
| Admin fee / account holder | $1,339 | $17,138-92.2% | $10,961-87.8% | $13,390-90.0% |