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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 | $108,046 | $152,592-29.2% | $125,180-13.7% | $152,885-29.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.01% | 54.84%-36.8pp | 43.79%-25.8pp | 345.39%-327.4pp |
| Employer contribution / active EE | $9,812 | $4,947+98.4% | $3,866+153.8% | $4,763+106.0% |
| Participant deferral / active EE | $14,183 | $5,868+141.7% | $4,937+187.3% | $5,851+142.4% |
| Admin fee / account holder | $2,622 | $13,435-80.5% | $9,703-73.0% | $11,598-77.4% |