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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 | $90,358 | $176,786-48.9% | $146,643-38.4% | $167,536-46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.63% | 24.04%-4.4pp | 22.75%-3.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $3,333 | $5,161-35.4% | $4,137-19.4% | $4,839-31.1% |
| Participant deferral / active EE | $3,198 | $6,440-50.3% | $5,506-41.9% | $6,342-49.6% |
| Admin fee / account holder | $1,162 | $13,262-91.2% | $10,280-88.7% | $12,315-90.6% |