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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 | $28,880 | $111,535-74.1% | $105,223-72.6% | $137,256-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.46% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,794 | $3,939-29.1% | $3,689-24.3% | $4,156-32.8% |
| Participant deferral / active EE | $4,636 | $5,500-15.7% | $5,072-8.6% | $6,407-27.6% |
| Admin fee / account holder | $1,947 | $9,721-80.0% | $8,859-78.0% | $12,270-84.1% |