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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 | $99,863 | $227,597-56.1% | $189,575-47.3% | $167,536-40.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.64% | 78.44%-64.8pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,126 | $5,316-41.2% | $4,412-29.2% | $4,839-35.4% |
| Participant deferral / active EE | $3,662 | $7,002-47.7% | $6,174-40.7% | $6,342-42.3% |
| Admin fee / account holder | $18,013 | $11,877+51.7% | $9,806+83.7% | $12,315+46.3% |