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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 | $52,258 | $142,354-63.3% | $125,529-58.4% | $155,188-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.21% | 306.06%-292.9pp | 202.56%-189.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,729 | $3,501+6.5% | $3,058+22.0% | $4,248-12.2% |
| Participant deferral / active EE | $9,166 | $5,491+66.9% | $4,813+90.5% | $6,531+40.3% |
| Admin fee / account holder | $1,364 | $19,392-93.0% | $16,298-91.6% | $14,480-90.6% |