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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 | $35,325 | $105,856-66.6% | $90,161-60.8% | $147,586-76.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.62% | 37.63%-18.0pp | 34.89%-15.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $3,209 | $4,126-22.2% | $3,318-3.3% | $4,876-34.2% |
| Participant deferral / active EE | $4,846 | $5,733-15.5% | $5,287-8.3% | $5,439-10.9% |
| Admin fee / account holder | $313 | $8,046-96.1% | $5,943-94.7% | $10,886-97.1% |