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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 | $73,357 | $152,619-51.9% | $125,195-41.4% | $152,909-52.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.19% | 54.85%-30.7pp | 43.79%-19.6pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,366 | $4,947-52.2% | $3,866-38.8% | $4,764-50.3% |
| Participant deferral / active EE | $3,460 | $5,869-41.0% | $4,937-29.9% | $5,851-40.9% |
| Admin fee / account holder | $2,380 | $13,437-82.3% | $9,704-75.5% | $11,601-79.5% |