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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 | $99,203 | $154,159-35.6% | $130,026-23.7% | $139,456-28.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.17% | 32.50%-16.3pp | -137.26%+153.4pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,269 | $5,292-76.0% | $4,321-70.6% | $4,753-73.3% |
| Participant deferral / active EE | $6,650 | $6,710-0.9% | $5,821+14.3% | $6,711-0.9% |
| Admin fee / account holder | $2,976 | $14,001-78.7% | $10,608-71.9% | $11,407-73.9% |