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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 | $35,024 | $111,535-68.6% | $105,223-66.7% | $137,256-74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,560 | $3,939-35.0% | $3,689-30.6% | $4,156-38.4% |
| Participant deferral / active EE | $3,106 | $5,500-43.5% | $5,072-38.8% | $6,407-51.5% |
| Admin fee / account holder | $321 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |