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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 | $61,084 | $88,672-31.1% | $105,223-41.9% | $82,448-25.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 47.68% | 30.86%+16.8pp | 180.65%-133.0pp | 41.64%+6.0pp |
| Employer contribution / active EE | $2,166 | $3,048-28.9% | $3,689-41.3% | $2,551-15.1% |
| Participant deferral / active EE | $7,834 | $4,036+94.1% | $5,072+54.5% | $4,139+89.3% |
| Admin fee / account holder | $2,198 | $7,146-69.2% | $8,859-75.2% | $7,234-69.6% |