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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 | $83,858 | $227,399-63.1% | $189,758-55.8% | $198,609-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.87% | 61.03%-45.2pp | 52.62%-36.8pp | 202.70%-186.8pp |
| Employer contribution / active EE | $2,185 | $5,526-60.5% | $4,767-54.2% | $5,055-56.8% |
| Participant deferral / active EE | $5,187 | $6,837-24.1% | $5,856-11.4% | $6,977-25.7% |
| Admin fee / account holder | $4,545 | $25,162-81.9% | $20,388-77.7% | $19,030-76.1% |