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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 | $60,059 | $176,402-66.0% | $134,162-55.2% | $158,982-62.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.04% | 63.66%-56.6pp | 36.35%-29.3pp | 302.99%-295.9pp |
| Employer contribution / active EE | $5,394 | $5,042+7.0% | $3,705+45.6% | $4,763+13.3% |
| Participant deferral / active EE | $5,688 | $4,093+39.0% | $3,500+62.5% | $5,983-4.9% |
| Admin fee / account holder | $2,555 | $8,719-70.7% | $6,685-61.8% | $11,252-77.3% |