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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 | $113,376 | $165,399-31.5% | $149,745-24.3% | $158,982-28.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.34% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,873 | $5,105-63.3% | $4,646-59.7% | $4,763-60.7% |
| Participant deferral / active EE | $9,583 | $7,183+33.4% | $6,843+40.0% | $5,983+60.2% |
| Admin fee / account holder | $441 | $10,811-95.9% | $9,312-95.3% | $11,252-96.1% |