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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 | $55,542 | $225,673-75.4% | $203,872-72.8% | $155,188-64.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.80% | 95.91%-81.1pp | 85.11%-70.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,451 | $4,099-40.2% | $3,757-34.8% | $4,248-42.3% |
| Participant deferral / active EE | $6,146 | $6,893-10.8% | $6,388-3.8% | $6,531-5.9% |
| Admin fee / account holder | $5,128 | $12,327-58.4% | $11,730-56.3% | $14,480-64.6% |