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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 | $102,511 | $166,242-38.3% | $165,071-37.9% | $145,884-29.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.99% | 100.44%-87.5pp | 70.17%-57.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,742 | $5,283-67.0% | $4,347-59.9% | $4,662-62.6% |
| Participant deferral / active EE | $2,411 | $6,964-65.4% | $6,035-60.1% | $6,690-64.0% |
| Admin fee / account holder | $608 | $16,658-96.4% | $12,695-95.2% | $13,392-95.5% |