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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 | $52,655 | $148,629-64.6% | $135,982-61.3% | $139,487-62.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.67% | 79.33%-55.7pp | 68.32%-44.7pp | 373.84%-350.2pp |
| Employer contribution / active EE | $3,313 | $5,247-36.9% | $4,859-31.8% | $4,755-30.3% |
| Participant deferral / active EE | $6,760 | $8,102-16.6% | $7,760-12.9% | $6,713+0.7% |
| Admin fee / account holder | $7,947 | $12,406-35.9% | $10,767-26.2% | $11,407-30.3% |