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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 | $52,816 | $183,539-71.2% | $155,556-66.0% | $145,897-63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.01% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,216 | $5,315-58.3% | $4,675-52.6% | $4,663-52.5% |
| Participant deferral / active EE | $3,945 | $6,467-39.0% | $5,631-29.9% | $6,689-41.0% |
| Admin fee / account holder | $4,809 | $19,275-75.0% | $15,885-69.7% | $13,390-64.1% |