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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 | $50,605 | $157,270-67.8% | $141,173-64.2% | $152,870-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.74% | 64.33%-39.6pp | 71.40%-46.7pp | 345.34%-320.6pp |
| Employer contribution / active EE | $2,016 | $5,261-61.7% | $4,735-57.4% | $4,763-57.7% |
| Participant deferral / active EE | $3,576 | $7,110-49.7% | $6,710-46.7% | $5,850-38.9% |
| Admin fee / account holder | $525 | $12,121-95.7% | $10,262-94.9% | $11,597-95.5% |