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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 | $34,376 | $183,627-81.3% | $155,602-77.9% | $145,978-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.25% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,702 | $5,316-49.2% | $4,675-42.2% | $4,662-42.0% |
| Participant deferral / active EE | $6,296 | $6,466-2.6% | $5,629+11.9% | $6,690-5.9% |
| Admin fee / account holder | $5,557 | $19,327-71.2% | $15,923-65.1% | $13,400-58.5% |