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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 | $54,195 | $114,119-52.5% | $107,187-49.4% | $138,895-61.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.22% | 273.21%-254.0pp | 204.55%-185.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,213 | $4,059-20.8% | $3,782-15.1% | $4,194-23.4% |
| Participant deferral / active EE | $9,763 | $5,538+76.3% | $5,096+91.6% | $6,396+52.6% |
| Admin fee / account holder | $392 | $10,024-96.1% | $9,162-95.7% | $12,562-96.9% |