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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 | $43,276 | $166,268-74.0% | $165,100-73.8% | $145,897-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.44% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,239 | $5,284-38.7% | $4,348-25.5% | $4,663-30.5% |
| Participant deferral / active EE | $4,762 | $6,964-31.6% | $6,035-21.1% | $6,689-28.8% |
| Admin fee / account holder | $6,576 | $16,659-60.5% | $12,696-48.2% | $13,390-50.9% |