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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 | $56,983 | $152,619-62.7% | $125,195-54.5% | $152,909-62.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.40% | 54.85%-30.5pp | 43.79%-19.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,114 | $4,947-77.5% | $3,866-71.2% | $4,764-76.6% |
| Participant deferral / active EE | $5,805 | $5,869-1.1% | $4,937+17.6% | $5,851-0.8% |
| Admin fee / account holder | $1,997 | $13,437-85.1% | $9,704-79.4% | $11,601-82.8% |