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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 | $107,364 | $102,978+4.3% | $90,287+18.9% | $152,870-29.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.81% | 95.17%-75.4pp | 78.10%-58.3pp | 345.34%-325.5pp |
| Employer contribution / active EE | $2,255 | $3,139-28.2% | $2,855-21.0% | $4,763-52.7% |
| Participant deferral / active EE | $5,165 | $4,281+20.7% | $3,885+33.0% | $5,850-11.7% |
| Admin fee / account holder | $361 | $6,171-94.1% | $5,351-93.3% | $11,597-96.9% |