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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 | $69,403 | $110,379-37.1% | $102,412-32.2% | $145,884-52.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.17% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,020 | $4,216-4.7% | $3,870+3.9% | $4,662-13.8% |
| Participant deferral / active EE | $9,300 | $5,622+65.4% | $5,060+83.8% | $6,690+39.0% |
| Admin fee / account holder | $1,114 | $9,745-88.6% | $8,388-86.7% | $13,392-91.7% |