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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 | $51,929 | $114,119-54.5% | $107,187-51.6% | $138,895-62.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.45% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,171 | $4,059-46.5% | $3,782-42.6% | $4,194-48.2% |
| Participant deferral / active EE | $4,631 | $5,538-16.4% | $5,096-9.1% | $6,396-27.6% |
| Admin fee / account holder | $440 | $10,024-95.6% | $9,162-95.2% | $12,562-96.5% |