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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 | $81,849 | $129,737-36.9% | $119,126-31.3% | $154,746-47.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.78% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,505 | $4,375-42.7% | $4,034-37.9% | $4,379-42.8% |
| Participant deferral / active EE | $7,167 | $5,842+22.7% | $5,318+34.8% | $6,730+6.5% |
| Admin fee / account holder | $844 | $11,961-92.9% | $10,693-92.1% | $14,365-94.1% |