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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 | $103,714 | $93,346+11.1% | $71,796+44.5% | $273,972-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.68% | 130.39%-127.7pp | 78.04%-75.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,143 | $2,733-21.6% | $1,924+11.4% | $4,869-56.0% |
| Participant deferral / active EE | $1,939 | $3,475-44.2% | $2,794-30.6% | $5,287-63.3% |
| Admin fee / account holder | $821 | $6,571-87.5% | $4,815-82.9% | $10,133-91.9% |