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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 | $71,803 | $125,193-42.6% | $105,591-32.0% | $145,978-50.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.56% | 225.53%-215.0pp | 116.43%-105.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,442 | $3,718-34.3% | $3,166-22.9% | $4,662-47.6% |
| Participant deferral / active EE | $10,833 | $5,708+89.8% | $5,008+116.3% | $6,690+61.9% |
| Admin fee / account holder | $771 | $17,277-95.5% | $11,024-93.0% | $13,400-94.2% |