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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 | $112,422 | $166,131-32.3% | $164,975-31.9% | $145,877-22.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.14% | 100.37%-81.2pp | 70.12%-51.0pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,313 | $5,276-56.2% | $4,343-46.7% | $4,663-50.4% |
| Participant deferral / active EE | $14,570 | $6,962+109.3% | $6,033+141.5% | $6,691+117.8% |
| Admin fee / account holder | $8,919 | $16,648-46.4% | $12,688-29.7% | $13,402-33.5% |