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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 | $56,015 | $148,558-62.3% | $135,925-58.8% | $139,427-59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.05% | 79.22%-61.2pp | 68.25%-50.2pp | 373.27%-355.2pp |
| Employer contribution / active EE | $3,791 | $5,244-27.7% | $4,857-21.9% | $4,752-20.2% |
| Participant deferral / active EE | $8,483 | $8,101+4.7% | $7,759+9.3% | $6,711+26.4% |
| Admin fee / account holder | $777 | $12,401-93.7% | $10,764-92.8% | $11,404-93.2% |