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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 | $113,904 | $85,060+33.9% | $70,548+61.5% | $139,456-18.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.41% | 30.38%-15.0pp | 32.78%-17.4pp | 373.45%-358.0pp |
| Employer contribution / active EE | $3,598 | $3,911-8.0% | $2,975+21.0% | $4,753-24.3% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,667 | $8,925-70.1% | $6,424-58.5% | $11,407-76.6% |