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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 | $109,274 | $157,296-30.5% | $141,191-22.6% | $152,897-28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.47% | 64.34%-47.9pp | 71.41%-54.9pp | 345.43%-329.0pp |
| Employer contribution / active EE | $2,837 | $5,262-46.1% | $4,736-40.1% | $4,764-40.4% |
| Participant deferral / active EE | $5,361 | $7,111-24.6% | $6,710-20.1% | $5,851-8.4% |
| Admin fee / account holder | $3,124 | $12,125-74.2% | $10,264-69.6% | $11,599-73.1% |