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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 | $106,409 | $148,623-28.4% | $135,974-21.7% | $139,466-23.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.67% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,016 | $5,246-61.6% | $4,859-58.5% | $4,754-57.6% |
| Participant deferral / active EE | $12,275 | $8,103+51.5% | $7,760+58.2% | $6,712+82.9% |
| Admin fee / account holder | $2,890 | $12,406-76.7% | $10,767-73.2% | $11,409-74.7% |