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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 | $75,046 | $162,529-53.8% | $130,788-42.6% | $154,746-51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.41% | 510.48%-495.1pp | 386.44%-371.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,959 | $4,447-33.5% | $3,558-16.8% | $4,379-32.4% |
| Participant deferral / active EE | $7,629 | $4,808+58.7% | $4,137+84.4% | $6,730+13.4% |
| Admin fee / account holder | $1,047 | $7,669-86.4% | $6,673-84.3% | $14,365-92.7% |