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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 | $21,258 | $125,237-83.0% | $105,608-79.9% | $145,877-85.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.76%-212.9pp | 116.50%-103.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,639 | $3,720-29.1% | $3,167-16.7% | $4,663-43.4% |
| Participant deferral / active EE | $2,156 | $5,711-62.2% | $5,010-57.0% | $6,691-67.8% |
| Admin fee / account holder | $518 | $17,287-97.0% | $11,028-95.3% | $13,402-96.1% |