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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 | $88,895 | $166,268-46.5% | $165,100-46.2% | $145,897-39.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.85% | 100.52%-89.7pp | 70.21%-59.4pp | 552.29%-541.4pp |
| Employer contribution / active EE | $3,171 | $5,284-40.0% | $4,348-27.1% | $4,663-32.0% |
| Participant deferral / active EE | $4,782 | $6,964-31.3% | $6,035-20.8% | $6,689-28.5% |
| Admin fee / account holder | $1,376 | $16,659-91.7% | $12,696-89.2% | $13,390-89.7% |