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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 | $62,172 | $124,330-50.0% | $109,173-43.1% | $167,536-62.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.04% | 26.04%-4.0pp | 25.75%-3.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $2,338 | $4,209-44.5% | $3,723-37.2% | $4,839-51.7% |
| Participant deferral / active EE | $7,936 | $5,256+51.0% | $4,654+70.5% | $6,342+25.1% |
| Admin fee / account holder | $7,278 | $7,974-8.7% | $6,755+7.7% | $12,315-40.9% |