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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 | $37,213 | $105,210-64.6% | $159,487-76.7% | $85,851-56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.84% | 45.08%-25.2pp | 263.71%-243.9pp | 318.63%-298.8pp |
| Employer contribution / active EE | $2,182 | $3,319-34.3% | $4,831-54.8% | $2,565-15.0% |
| Participant deferral / active EE | $3,930 | $5,946-33.9% | $7,354-46.6% | $3,952-0.6% |
| Admin fee / account holder | $2,127 | $6,934-69.3% | $10,804-80.3% | $6,261-66.0% |