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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 | $60,115 | $114,119-47.3% | $107,187-43.9% | $138,895-56.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.14% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,424 | $4,059-40.3% | $3,782-35.9% | $4,194-42.2% |
| Participant deferral / active EE | $4,953 | $5,538-10.6% | $5,096-2.8% | $6,396-22.6% |
| Admin fee / account holder | $567 | $10,024-94.3% | $9,162-93.8% | $12,562-95.5% |