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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 | $46,598 | $111,301-58.1% | $112,977-58.8% | $158,982-70.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.31% | 26.40%-11.1pp | 24.24%-8.9pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,808 | $4,471-14.8% | $4,255-10.5% | $4,763-20.1% |
| Participant deferral / active EE | $6,761 | $5,880+15.0% | $5,836+15.9% | $5,983+13.0% |
| Admin fee / account holder | $13,944 | $8,392+66.2% | $6,294+121.6% | $11,252+23.9% |