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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 | $59,771 | $81,664-26.8% | $70,476-15.2% | $158,966-62.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.97% | 208.59%-186.6pp | 109.12%-87.1pp | 302.95%-281.0pp |
| Employer contribution / active EE | $9,711 | $3,219+201.7% | $2,738+254.7% | $4,762+103.9% |
| Participant deferral / active EE | $1,925 | $4,556-57.7% | $3,710-48.1% | $5,983-67.8% |
| Admin fee / account holder | $2,019 | $6,197-67.4% | $3,847-47.5% | $11,250-82.1% |