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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 | $65,987 | $72,071-8.4% | $68,368-3.5% | $137,256-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.34% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,097 | $2,788-24.8% | $2,649-20.8% | $4,156-49.5% |
| Participant deferral / active EE | $2,471 | $4,410-44.0% | $4,123-40.1% | $6,407-61.4% |
| Admin fee / account holder | $1,174 | $5,336-78.0% | $5,150-77.2% | $12,270-90.4% |