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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 | $95,852 | $157,296-39.1% | $141,191-32.1% | $152,897-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.05% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,492 | $5,262-33.6% | $4,736-26.3% | $4,764-26.7% |
| Participant deferral / active EE | $12,379 | $7,111+74.1% | $6,710+84.5% | $5,851+111.6% |
| Admin fee / account holder | $702 | $12,125-94.2% | $10,264-93.2% | $11,599-93.9% |