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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 | $60,794 | $124,330-51.1% | $109,173-44.3% | $167,536-63.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 48.44% | 26.04%+22.4pp | 25.75%+22.7pp | 478.82%-430.4pp |
| Employer contribution / active EE | $7,400 | $4,209+75.8% | $3,723+98.8% | $4,839+52.9% |
| Participant deferral / active EE | $4,199 | $5,256-20.1% | $4,654-9.8% | $6,342-33.8% |
| Admin fee / account holder | $521 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |