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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 | $38,048 | $125,778-69.8% | $114,563-66.8% | $154,746-75.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.61% | 295.14%-279.5pp | 241.09%-225.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $691 | $2,806-75.4% | $2,592-73.3% | $4,379-84.2% |
| Participant deferral / active EE | $1,843 | $4,445-58.5% | $4,142-55.5% | $6,730-72.6% |
| Admin fee / account holder | $576 | $8,190-93.0% | $7,623-92.4% | $14,365-96.0% |