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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 | $59,469 | $196,972-69.8% | $182,262-67.4% | $198,609-70.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.78% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,657 | $5,364-50.5% | $5,046-47.3% | $5,055-47.4% |
| Participant deferral / active EE | $5,782 | $8,643-33.1% | $8,276-30.1% | $6,977-17.1% |
| Admin fee / account holder | $827 | $18,429-95.5% | $16,712-95.1% | $19,030-95.7% |