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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 | $84,590 | $103,038-17.9% | $90,324-6.3% | $152,909-44.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.09% | 95.25%-75.2pp | 78.15%-58.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $3,320 | $3,141+5.7% | $2,856+16.2% | $4,764-30.3% |
| Participant deferral / active EE | $3,973 | $4,282-7.2% | $3,885+2.2% | $5,851-32.1% |
| Admin fee / account holder | $1,177 | $6,177-80.9% | $5,356-78.0% | $11,601-89.9% |