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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 | $61,833 | $114,199-45.9% | $119,237-48.1% | $167,553-63.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.54% | 29.88%-13.3pp | 30.70%-14.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $3,975 | $4,480-11.3% | $4,383-9.3% | $4,840-17.9% |
| Participant deferral / active EE | $6,989 | $6,086+14.8% | $6,112+14.3% | $6,343+10.2% |
| Admin fee / account holder | $381 | $8,939-95.7% | $7,229-94.7% | $12,316-96.9% |