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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 | $67,310 | $111,535-39.7% | $105,223-36.0% | $137,256-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.34% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,726 | $3,939-30.8% | $3,689-26.1% | $4,156-34.4% |
| Participant deferral / active EE | $3,497 | $5,500-36.4% | $5,072-31.0% | $6,407-45.4% |
| Admin fee / account holder | $2,058 | $9,721-78.8% | $8,859-76.8% | $12,270-83.2% |