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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 | $37,998 | $217,427-82.5% | $185,837-79.6% | $167,518-77.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.24% | 148.39%-129.2pp | 122.08%-102.8pp | 478.71%-459.5pp |
| Employer contribution / active EE | $2,208 | $5,874-62.4% | $5,168-57.3% | $4,838-54.4% |
| Participant deferral / active EE | $5,577 | $6,357-12.3% | $5,568+0.2% | $6,342-12.1% |
| Admin fee / account holder | $1,825 | $19,816-90.8% | $16,241-88.8% | $12,312-85.2% |