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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 | $81,502 | $157,276-48.2% | $141,177-42.3% | $152,885-46.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.30% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $4,889 | $5,262-7.1% | $4,736+3.2% | $4,763+2.6% |
| Participant deferral / active EE | $6,441 | $7,110-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $676 | $12,123-94.4% | $10,263-93.4% | $11,598-94.2% |