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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 | $30,009 | $154,228-80.5% | $145,433-79.4% | $137,256-78.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.19% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,054 | $4,804-57.2% | $4,554-54.9% | $4,156-50.6% |
| Participant deferral / active EE | $4,107 | $8,216-50.0% | $7,897-48.0% | $6,407-35.9% |
| Admin fee / account holder | $361 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |