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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 | $85,916 | $72,071+19.2% | $68,368+25.7% | $137,256-37.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.18% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,097 | $2,788-24.8% | $2,649-20.8% | $4,156-49.5% |
| Participant deferral / active EE | $3,326 | $4,410-24.6% | $4,123-19.3% | $6,407-48.1% |
| Admin fee / account holder | $2,980 | $5,336-44.2% | $5,150-42.1% | $12,270-75.7% |