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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 | $55,230 | $125,778-56.1% | $114,563-51.8% | $154,746-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 8.05% | 295.14%-287.1pp | 241.09%-233.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,118 | $2,806-60.1% | $2,592-56.9% | $4,379-74.5% |
| Participant deferral / active EE | $4,353 | $4,445-2.1% | $4,142+5.1% | $6,730-35.3% |
| Admin fee / account holder | $910 | $8,190-88.9% | $7,623-88.1% | $14,365-93.7% |