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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 | $73,413 | $93,346-21.4% | $71,796+2.3% | $273,972-73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.31% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,402 | $2,733-12.1% | $1,924+24.8% | $4,869-50.7% |
| Participant deferral / active EE | $4,339 | $3,475+24.9% | $2,794+55.3% | $5,287-17.9% |
| Admin fee / account holder | $700 | $6,571-89.3% | $4,815-85.5% | $10,133-93.1% |