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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 | $28,985 | $174,379-83.4% | $152,093-80.9% | $138,895-79.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 89.21% | 74.86%+14.4pp | 66.36%+22.9pp | 145.39%-56.2pp |
| Employer contribution / active EE | $1,518 | $4,652-67.4% | $4,175-63.6% | $4,194-63.8% |
| Participant deferral / active EE | $5,715 | $6,159-7.2% | $5,451+4.8% | $6,396-10.7% |
| Admin fee / account holder | $581 | $16,880-96.6% | $14,497-96.0% | $12,562-95.4% |