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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 | $61,748 | $165,399-62.7% | $149,745-58.8% | $158,982-61.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.38% | 348.34%-332.0pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $8,188 | $5,105+60.4% | $4,646+76.3% | $4,763+71.9% |
| Participant deferral / active EE | $11,441 | $7,183+59.3% | $6,843+67.2% | $5,983+91.2% |
| Admin fee / account holder | $818 | $10,811-92.4% | $9,312-91.2% | $11,252-92.7% |