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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 | $89,312 | $183,516-51.3% | $155,534-42.6% | $145,884-38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,840 | $5,315-65.4% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $5,069 | $6,467-21.6% | $5,630-10.0% | $6,690-24.2% |
| Admin fee / account holder | $2,074 | $19,293-89.2% | $15,900-87.0% | $13,392-84.5% |