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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 | $89,259-31.6% | $107,187-43.0% | $82,637-26.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 47.68% | 21.02%+26.7pp | 204.55%-156.9pp | 53.51%-5.8pp |
| Employer contribution / active EE | $2,166 | $3,080-29.7% | $3,782-42.7% | $2,552-15.1% |
| Participant deferral / active EE | $7,834 | $4,037+94.0% | $5,096+53.7% | $4,126+89.9% |
| Admin fee / account holder | $2,198 | $7,381-70.2% | $9,162-76.0% | $7,339-70.0% |