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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 | $103,038+4.2% | $90,324+18.9% | $152,909-29.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.81% | 95.25%-75.4pp | 78.15%-58.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,255 | $3,141-28.2% | $2,856-21.1% | $4,764-52.7% |
| Participant deferral / active EE | $5,165 | $4,282+20.6% | $3,885+32.9% | $5,851-11.7% |
| Admin fee / account holder | $361 | $6,177-94.2% | $5,356-93.3% | $11,601-96.9% |