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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 | $25,364 | $227,633-88.9% | $189,597-86.6% | $167,553-84.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.69% | 78.45%-64.8pp | 64.20%-50.5pp | 478.89%-465.2pp |
| Employer contribution / active EE | $2,517 | $5,317-52.7% | $4,412-43.0% | $4,840-48.0% |
| Participant deferral / active EE | $6,549 | $7,003-6.5% | $6,174+6.1% | $6,343+3.3% |
| Admin fee / account holder | $433 | $11,879-96.4% | $9,807-95.6% | $12,316-96.5% |