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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 | $39,362 | $172,111-77.1% | $150,298-73.8% | $137,256-71.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.30% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,925 | $4,636-36.9% | $4,154-29.6% | $4,156-29.6% |
| Participant deferral / active EE | $7,383 | $6,166+19.7% | $5,453+35.4% | $6,407+15.2% |
| Admin fee / account holder | $7,092 | $16,471-56.9% | $14,116-49.8% | $12,270-42.2% |