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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 | $41,766 | $165,361-74.7% | $149,715-72.1% | $158,950-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.24% | 348.24%-330.0pp | 276.66%-258.4pp | 302.91%-284.7pp |
| Employer contribution / active EE | $2,436 | $5,103-52.3% | $4,645-47.5% | $4,762-48.8% |
| Participant deferral / active EE | $6,325 | $7,182-11.9% | $6,842-7.6% | $5,983+5.7% |
| Admin fee / account holder | $2,262 | $10,808-79.1% | $9,310-75.7% | $11,248-79.9% |