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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 | $157,730 | $103,000+53.1% | $90,300+74.7% | $152,885+3.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.00% | 95.19%-78.2pp | 78.11%-61.1pp | 345.39%-328.4pp |
| Employer contribution / active EE | $2,631 | $3,138-16.2% | $2,854-7.8% | $4,763-44.8% |
| Participant deferral / active EE | $4,886 | $4,281+14.1% | $3,884+25.8% | $5,851-16.5% |
| Admin fee / account holder | $1,868 | $6,173-69.7% | $5,353-65.1% | $11,598-83.9% |