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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 | $58,693 | $157,296-62.7% | $141,191-58.4% | $152,897-61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.60% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,297 | $5,262-56.3% | $4,736-51.5% | $4,764-51.8% |
| Participant deferral / active EE | $2,606 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $9,299 | $12,125-23.3% | $10,264-9.4% | $11,599-19.8% |