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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 | $70,964 | $81,643-13.1% | $70,462+0.7% | $158,950-55.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.90% | 208.51%-194.6pp | 109.08%-95.2pp | 302.91%-289.0pp |
| Employer contribution / active EE | $2,753 | $3,218-14.5% | $2,737+0.6% | $4,762-42.2% |
| Participant deferral / active EE | $6,896 | $4,555+51.4% | $3,710+85.9% | $5,983+15.3% |
| Admin fee / account holder | $1,547 | $6,194-75.0% | $3,845-59.8% | $11,248-86.3% |