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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 | $37,672 | $162,136-76.8% | $152,301-75.3% | $154,746-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.06% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,388 | $4,890-30.7% | $4,624-26.7% | $4,379-22.6% |
| Participant deferral / active EE | $6,930 | $8,341-16.9% | $8,004-13.4% | $6,730+3.0% |
| Admin fee / account holder | $10,439 | $15,759-33.8% | $14,398-27.5% | $14,365-27.3% |