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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 | $57,603 | $217,427-73.5% | $185,837-69.0% | $167,518-65.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.65% | 148.39%-133.7pp | 122.08%-107.4pp | 478.71%-464.1pp |
| Employer contribution / active EE | $3,704 | $5,874-37.0% | $5,168-28.3% | $4,838-23.5% |
| Participant deferral / active EE | $7,820 | $6,357+23.0% | $5,568+40.4% | $6,342+23.3% |
| Admin fee / account holder | $363 | $19,816-98.2% | $16,241-97.8% | $12,312-97.1% |