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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 | $55,579 | $172,111-67.7% | $150,298-63.0% | $137,256-59.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,974 | $4,636-57.4% | $4,154-52.5% | $4,156-52.5% |
| Participant deferral / active EE | $4,075 | $6,166-33.9% | $5,453-25.3% | $6,407-36.4% |
| Admin fee / account holder | $4,527 | $16,471-72.5% | $14,116-67.9% | $12,270-63.1% |