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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 | $96,301 | $124,314-22.5% | $109,163-11.8% | $167,518-42.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $3,229 | $4,209-23.3% | $3,723-13.3% | $4,838-33.3% |
| Participant deferral / active EE | $2,600 | $5,256-50.5% | $4,654-44.1% | $6,342-59.0% |
| Admin fee / account holder | $989 | $7,973-87.6% | $6,754-85.4% | $12,312-92.0% |