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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 | $35,309 | $114,119-69.1% | $107,187-67.1% | $138,895-74.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,785 | $4,059-56.0% | $3,782-52.8% | $4,194-57.4% |
| Participant deferral / active EE | $2,116 | $5,538-61.8% | $5,096-58.5% | $6,396-66.9% |
| Admin fee / account holder | $1,639 | $10,024-83.6% | $9,162-82.1% | $12,562-86.9% |