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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 | $86,088 | $121,701-29.3% | $104,639-17.7% | $158,982-45.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.35% | 465.72%-434.4pp | 340.67%-309.3pp | 302.99%-271.6pp |
| Employer contribution / active EE | $2,087 | $3,165-34.1% | $2,682-22.2% | $4,763-56.2% |
| Participant deferral / active EE | $2,617 | $4,176-37.3% | $3,738-30.0% | $5,983-56.3% |
| Admin fee / account holder | $1,605 | $7,778-79.4% | $6,465-75.2% | $11,252-85.7% |