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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 | $29,778 | $162,136-81.6% | $152,301-80.4% | $154,746-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.39% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,762 | $4,890-64.0% | $4,624-61.9% | $4,379-59.8% |
| Participant deferral / active EE | $5,746 | $8,341-31.1% | $8,004-28.2% | $6,730-14.6% |
| Admin fee / account holder | $1,380 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |