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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 | $44,296 | $111,535-60.3% | $105,223-57.9% | $137,256-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.57% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $809 | $3,939-79.5% | $3,689-78.1% | $4,156-80.5% |
| Participant deferral / active EE | $4,504 | $5,500-18.1% | $5,072-11.2% | $6,407-29.7% |
| Admin fee / account holder | $1,436 | $9,721-85.2% | $8,859-83.8% | $12,270-88.3% |