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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 | $71,213 | $78,690-9.5% | $161,489-55.9% | $87,485-18.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.14% | 32.74%-12.6pp | 89.72%-69.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $3,266 | $2,588+26.2% | $4,268-23.5% | $2,596+25.8% |
| Participant deferral / active EE | $9,641 | $3,311+191.2% | $5,630+71.2% | $4,274+125.6% |
| Admin fee / account holder | $15,709 | $6,724+133.6% | $16,006-1.9% | $7,775+102.1% |