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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 | $92,793 | $157,276-41.0% | $141,177-34.3% | $152,885-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.57% | 64.33%-39.8pp | 71.40%-46.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $2,208 | $5,262-58.0% | $4,736-53.4% | $4,763-53.7% |
| Participant deferral / active EE | $3,607 | $7,110-49.3% | $6,710-46.2% | $5,851-38.3% |
| Admin fee / account holder | $808 | $12,123-93.3% | $10,263-92.1% | $11,598-93.0% |