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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 | $45,632 | $175,231-74.0% | $149,696-69.5% | $139,466-67.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,085 | $5,478-80.2% | $4,821-77.5% | $4,754-77.2% |
| Participant deferral / active EE | $1,967 | $6,521-69.8% | $5,682-65.4% | $6,712-70.7% |
| Admin fee / account holder | $569 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |