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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 | $32,601 | $157,296-79.3% | $141,191-76.9% | $152,897-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.64% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,270 | $5,262-56.9% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $4,356 | $7,111-38.7% | $6,710-35.1% | $5,851-25.5% |
| Admin fee / account holder | $333 | $12,125-97.3% | $10,264-96.8% | $11,599-97.1% |