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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 | $66,103 | $183,627-64.0% | $155,602-57.5% | $145,978-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.44% | 61.32%-41.9pp | 64.81%-45.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $1,741 | $5,316-67.3% | $4,675-62.8% | $4,662-62.7% |
| Participant deferral / active EE | $2,655 | $6,466-58.9% | $5,629-52.8% | $6,690-60.3% |
| Admin fee / account holder | $1,590 | $19,327-91.8% | $15,923-90.0% | $13,400-88.1% |