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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 | $36,743 | $168,635-78.2% | $147,617-75.1% | $125,389-70.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 18.72% | 77.65%-58.9pp | 61.98%-43.3pp | 282.24%-263.5pp |
| Employer contribution / active EE | $1,336 | $6,252-78.6% | $5,564-76.0% | $4,866-72.6% |
| Participant deferral / active EE | $1,806 | $5,507-67.2% | $4,895-63.1% | $5,352-66.2% |
| Admin fee / account holder | $3,540 | $13,580-73.9% | $11,612-69.5% | $9,541-62.9% |