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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 | $66,975 | $125,778-46.8% | $114,563-41.5% | $154,746-56.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.14% | 295.14%-276.0pp | 241.09%-222.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,271 | $2,806-54.7% | $2,592-51.0% | $4,379-71.0% |
| Participant deferral / active EE | $10,840 | $4,445+143.9% | $4,142+161.7% | $6,730+61.1% |
| Admin fee / account holder | $427 | $8,190-94.8% | $7,623-94.4% | $14,365-97.0% |