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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 | $112,792 | $162,967-30.8% | $135,792-16.9% | $138,895-18.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 63.67% | 30.08%+33.6pp | 25.96%+37.7pp | 145.39%-81.7pp |
| Employer contribution / active EE | $2,273 | $4,211-46.0% | $3,496-35.0% | $4,194-45.8% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,297 | $15,306-58.9% | $12,266-48.7% | $12,562-49.9% |