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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 | $104,216 | $149,679-30.4% | $117,039-11.0% | $147,586-29.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.14% | 19.31%-4.2pp | 18.95%-3.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,957 | $4,937-19.8% | $3,785+4.6% | $4,876-18.8% |
| Participant deferral / active EE | $2,236 | $4,912-54.5% | $3,929-43.1% | $5,439-58.9% |
| Admin fee / account holder | $1,053 | $7,856-86.6% | $5,974-82.4% | $10,886-90.3% |