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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 | $80,463 | $148,629-45.9% | $135,982-40.8% | $139,487-42.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.65% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,596 | $5,247-69.6% | $4,859-67.2% | $4,755-66.4% |
| Participant deferral / active EE | $13,361 | $8,102+64.9% | $7,760+72.2% | $6,713+99.0% |
| Admin fee / account holder | $752 | $12,406-93.9% | $10,767-93.0% | $11,407-93.4% |