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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 | $162,949 | $103,038+58.1% | $90,324+80.4% | $152,909+6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.98% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $1,930 | $3,141-38.5% | $2,856-32.4% | $4,764-59.5% |
| Participant deferral / active EE | $2,806 | $4,282-34.5% | $3,885-27.8% | $5,851-52.0% |
| Admin fee / account holder | $1,860 | $6,177-69.9% | $5,356-65.3% | $11,601-84.0% |