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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 | $65,570 | $165,351-60.3% | $149,710-56.2% | $158,931-58.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.27% | 348.19%-329.9pp | 276.63%-258.4pp | 302.86%-284.6pp |
| Employer contribution / active EE | $2,938 | $5,103-42.4% | $4,645-36.7% | $4,761-38.3% |
| Participant deferral / active EE | $5,861 | $7,181-18.4% | $6,842-14.3% | $5,982-2.0% |
| Admin fee / account holder | $1,782 | $10,807-83.5% | $9,309-80.9% | $11,247-84.2% |