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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 | $34,547 | $211,239-83.6% | $178,528-80.6% | $145,877-76.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 38.34% | 30.22%+8.1pp | 27.11%+11.2pp | 551.28%-512.9pp |
| Employer contribution / active EE | $2,967 | $4,570-35.1% | $3,950-24.9% | $4,663-36.4% |
| Participant deferral / active EE | $9,210 | $6,963+32.3% | $6,278+46.7% | $6,691+37.7% |
| Admin fee / account holder | $5,225 | $12,095-56.8% | $10,419-49.8% | $13,402-61.0% |