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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 | $91,011 | $89,370+1.8% | $141,197-35.5% | $72,976+24.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.61% | 111.88%-88.3pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $2,600 | $3,115-16.5% | $4,736-45.1% | $2,440+6.6% |
| Participant deferral / active EE | $5,319 | $5,419-1.8% | $6,710-20.7% | $3,608+47.4% |
| Admin fee / account holder | $982 | $5,957-83.5% | $10,265-90.4% | $5,124-80.8% |