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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 | $79,879 | $225,673-64.6% | $203,872-60.8% | $155,188-48.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.09% | 95.91%-87.8pp | 85.11%-77.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $3,042 | $4,099-25.8% | $3,757-19.0% | $4,248-28.4% |
| Participant deferral / active EE | $3,522 | $6,893-48.9% | $6,388-44.9% | $6,531-46.1% |
| Admin fee / account holder | $6,976 | $12,327-43.4% | $11,730-40.5% | $14,480-51.8% |