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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 | $32,253 | $148,629-78.3% | $135,982-76.3% | $139,487-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $9,335 | $5,247+77.9% | $4,859+92.1% | $4,755+96.3% |
| Participant deferral / active EE | $5,344 | $8,102-34.0% | $7,760-31.1% | $6,713-20.4% |
| Admin fee / account holder | $2,576 | $12,406-79.2% | $10,767-76.1% | $11,407-77.4% |