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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 | $62,780 | $172,111-63.5% | $150,298-58.2% | $137,256-54.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.40% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,177 | $4,636-53.0% | $4,154-47.6% | $4,156-47.6% |
| Participant deferral / active EE | $4,301 | $6,166-30.2% | $5,453-21.1% | $6,407-32.9% |
| Admin fee / account holder | $450 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |