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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 | $117,475 | $90,484+29.8% | $78,675+49.3% | $273,970-57.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.94% | 75.62%-72.7pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $5,297 | $3,175+66.8% | $2,850+85.9% | $4,869+8.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $993 | $5,263-81.1% | $4,510-78.0% | $10,132-90.2% |