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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 | $38,174 | $126,113-69.7% | $116,096-67.1% | $155,188-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.77% | 391.72%-374.0pp | 326.25%-308.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,990 | $2,672+11.9% | $2,503+19.5% | $4,248-29.6% |
| Participant deferral / active EE | $2,503 | $4,162-39.9% | $3,952-36.7% | $6,531-61.7% |
| Admin fee / account holder | $1,030 | $8,045-87.2% | $7,704-86.6% | $14,480-92.9% |