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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 | $62,298 | $183,516-66.1% | $155,534-59.9% | $145,884-57.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.51% | 61.43%-31.9pp | 64.92%-35.4pp | 551.85%-522.3pp |
| Employer contribution / active EE | $3,006 | $5,315-43.4% | $4,675-35.7% | $4,662-35.5% |
| Participant deferral / active EE | $3,444 | $6,467-46.7% | $5,630-38.8% | $6,690-48.5% |
| Admin fee / account holder | $378 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |