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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 | $166,242-32.4% | $165,071-31.9% | $145,884-22.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.14% | 100.44%-81.3pp | 70.17%-51.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,313 | $5,283-56.2% | $4,347-46.8% | $4,662-50.4% |
| Participant deferral / active EE | $14,570 | $6,964+109.2% | $6,035+141.4% | $6,690+117.8% |
| Admin fee / account holder | $8,919 | $16,658-46.5% | $12,695-29.7% | $13,392-33.4% |