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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 | $166,268-45.3% | $165,100-44.9% | $145,897-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.65% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,352 | $5,284-55.5% | $4,348-45.9% | $4,663-49.6% |
| Participant deferral / active EE | $4,055 | $6,964-41.8% | $6,035-32.8% | $6,689-39.4% |
| Admin fee / account holder | $4,576 | $16,659-72.5% | $12,696-64.0% | $13,390-65.8% |