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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 | $61,071 | $116,203-47.4% | $93,621-34.8% | $152,897-60.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.38% | 35.96%-10.6pp | 32.76%-7.4pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,348 | $3,219-27.1% | $2,719-13.7% | $4,764-50.7% |
| Participant deferral / active EE | $8,167 | $4,605+77.4% | $4,070+100.7% | $5,851+39.6% |
| Admin fee / account holder | $1,394 | $10,751-87.0% | $7,890-82.3% | $11,599-88.0% |