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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 | $89,637 | $157,270-43.0% | $141,173-36.5% | $152,870-41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.04% | 64.33%-46.3pp | 71.40%-53.4pp | 345.34%-327.3pp |
| Employer contribution / active EE | $2,242 | $5,261-57.4% | $4,735-52.7% | $4,763-52.9% |
| Participant deferral / active EE | $4,791 | $7,110-32.6% | $6,710-28.6% | $5,850-18.1% |
| Admin fee / account holder | $594 | $12,121-95.1% | $10,262-94.2% | $11,597-94.9% |