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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 | $34,842 | $172,111-79.8% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.48% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,334 | $4,636-49.7% | $4,154-43.8% | $4,156-43.8% |
| Participant deferral / active EE | $2,458 | $6,166-60.1% | $5,453-54.9% | $6,407-61.6% |
| Admin fee / account holder | $1,946 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |