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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 | $34,824 | $217,432-84.0% | $185,851-81.3% | $167,553-79.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.58% | 148.43%-129.9pp | 122.11%-103.5pp | 478.89%-460.3pp |
| Employer contribution / active EE | $1,258 | $5,874-78.6% | $5,168-75.7% | $4,840-74.0% |
| Participant deferral / active EE | $2,929 | $6,357-53.9% | $5,569-47.4% | $6,343-53.8% |
| Admin fee / account holder | $9,777 | $19,820-50.7% | $16,245-39.8% | $12,316-20.6% |