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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 | $42,823 | $69,118-38.0% | $53,647-20.2% | $138,895-69.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.50% | 248.26%-228.8pp | 358.33%-338.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $15,697 | $1,189+1219.6% | $962+1531.6% | $4,194+274.3% |
| Participant deferral / active EE | $2,044 | $2,274-10.1% | $1,813+12.7% | $6,396-68.0% |
| Admin fee / account holder | $3,860 | $2,724+41.7% | $2,460+56.9% | $12,562-69.3% |