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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 | $70,625 | $210,991-66.5% | $153,741-54.1% | $145,897-51.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.57% | 13.46%+1.1pp | 15.71%-1.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,723 | $6,057-71.6% | $5,042-65.8% | $4,663-63.1% |
| Participant deferral / active EE | $2,580 | $7,979-67.7% | $6,757-61.8% | $6,689-61.4% |
| Admin fee / account holder | $2,887 | $19,490-85.2% | $12,749-77.4% | $13,390-78.4% |