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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 | $18,143 | $77,416-76.6% | $69,464-73.9% | $152,897-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.85% | 39.08%-18.2pp | 28.98%-8.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,734 | $3,315-47.7% | $2,779-37.6% | $4,764-63.6% |
| Participant deferral / active EE | $2,595 | $4,413-41.2% | $3,536-26.6% | $5,851-55.6% |
| Admin fee / account holder | $1,996 | $6,208-67.8% | $3,840-48.0% | $11,599-82.8% |