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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 | $44,731 | $45,041-0.7% | $63,003-29.0% | $70,131-36.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.72% | 18.76%0pp | 87.59%-68.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $4,595 | $2,052+123.9% | $2,760+66.5% | $2,342+96.1% |
| Participant deferral / active EE | $2,971 | $2,465+20.5% | $3,329-10.7% | $3,332-10.8% |
| Admin fee / account holder | $661 | $2,836-76.7% | $3,600-81.7% | $4,645-85.8% |