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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 | $90,952 | $166,089-45.2% | $164,928-44.9% | $145,978-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.65% | 100.26%-86.6pp | 70.08%-56.4pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,352 | $5,276-55.4% | $4,343-45.8% | $4,662-49.5% |
| Participant deferral / active EE | $4,055 | $6,961-41.8% | $6,034-32.8% | $6,690-39.4% |
| Admin fee / account holder | $4,576 | $16,641-72.5% | $12,684-63.9% | $13,400-65.9% |