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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 | $237,396 | $103,008+130.5% | $90,304+162.9% | $152,897+55.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.42% | 95.22%-72.8pp | 78.13%-55.7pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,086 | $3,139-65.4% | $2,855-62.0% | $4,764-77.2% |
| Participant deferral / active EE | $7,384 | $4,281+72.5% | $3,885+90.1% | $5,851+26.2% |
| Admin fee / account holder | $1,767 | $6,175-71.4% | $5,354-67.0% | $11,599-84.8% |