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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 | $21,618 | $155,555-86.1% | $146,866-85.3% | $155,188-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.72% | 115.41%-96.7pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,158 | $4,647-32.0% | $4,425-28.6% | $4,248-25.7% |
| Participant deferral / active EE | $5,334 | $8,044-33.7% | $7,759-31.3% | $6,531-18.3% |
| Admin fee / account holder | $6,836 | $14,755-53.7% | $13,620-49.8% | $14,480-52.8% |