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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 | $82,175 | $227,566-63.9% | $189,558-56.6% | $167,518-50.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.91% | 78.43%-63.5pp | 64.19%-49.3pp | 478.71%-463.8pp |
| Employer contribution / active EE | $3,465 | $5,316-34.8% | $4,412-21.5% | $4,838-28.4% |
| Participant deferral / active EE | $13,367 | $7,002+90.9% | $6,174+116.5% | $6,342+110.8% |
| Admin fee / account holder | $618 | $11,881-94.8% | $9,809-93.7% | $12,312-95.0% |