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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 | $111,547 | $165,399-32.6% | $149,745-25.5% | $158,982-29.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.63% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,418 | $5,105-52.6% | $4,646-48.0% | $4,763-49.2% |
| Participant deferral / active EE | $2,461 | $7,183-65.7% | $6,843-64.0% | $5,983-58.9% |
| Admin fee / account holder | $4,169 | $10,811-61.4% | $9,312-55.2% | $11,252-62.9% |