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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 | $37,535 | $166,268-77.4% | $165,100-77.3% | $145,897-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.80% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $4,434 | $5,284-16.1% | $4,348+2.0% | $4,663-4.9% |
| Participant deferral / active EE | $15,019 | $6,964+115.7% | $6,035+148.8% | $6,689+124.5% |
| Admin fee / account holder | $2,173 | $16,659-87.0% | $12,696-82.9% | $13,390-83.8% |