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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 | $42,514 | $183,592-76.8% | $155,567-72.7% | $145,959-70.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.34% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,883 | $5,315-64.6% | $4,674-59.7% | $4,661-59.6% |
| Participant deferral / active EE | $5,083 | $6,464-21.4% | $5,628-9.7% | $6,689-24.0% |
| Admin fee / account holder | $531 | $19,318-97.3% | $15,916-96.7% | $13,398-96.0% |