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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 | $67,323 | $183,592-63.3% | $155,574-56.7% | $145,877-53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,218 | $5,317-39.5% | $4,676-31.2% | $4,663-31.0% |
| Participant deferral / active EE | $6,630 | $6,466+2.5% | $5,629+17.8% | $6,691-0.9% |
| Admin fee / account holder | $3,440 | $19,316-82.2% | $15,914-78.4% | $13,402-74.3% |