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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 | $69,808 | $166,131-58.0% | $164,975-57.7% | $145,877-52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.94% | 100.37%-72.4pp | 70.12%-42.2pp | 551.28%-523.3pp |
| Employer contribution / active EE | $2,339 | $5,276-55.7% | $4,343-46.1% | $4,663-49.8% |
| Participant deferral / active EE | $9,399 | $6,962+35.0% | $6,033+55.8% | $6,691+40.5% |
| Admin fee / account holder | $332 | $16,648-98.0% | $12,688-97.4% | $13,402-97.5% |