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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 | $57,534 | $169,336-66.0% | $129,384-55.5% | $145,884-60.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.30% | 14408.70%-14394.4pp | 9461.77%-9447.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,369 | $5,540-39.2% | $4,153-18.9% | $4,662-27.7% |
| Participant deferral / active EE | $3,739 | $4,985-25.0% | $4,166-10.3% | $6,690-44.1% |
| Admin fee / account holder | $5,991 | $9,912-39.6% | $7,686-22.1% | $13,392-55.3% |