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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 | $31,346 | $178,174-82.4% | $156,181-79.9% | $137,256-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.76% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,279 | $4,972-34.0% | $4,294-23.6% | $4,156-21.1% |
| Participant deferral / active EE | $5,946 | $6,888-13.7% | $6,132-3.0% | $6,407-7.2% |
| Admin fee / account holder | $739 | $17,404-95.8% | $14,586-94.9% | $12,270-94.0% |