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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 | $99,294 | $166,020-40.2% | $164,866-39.8% | $145,959-32.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.63% | 100.08%-88.5pp | 69.97%-58.3pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,292 | $5,275-37.6% | $4,343-24.2% | $4,661-29.4% |
| Participant deferral / active EE | $9,250 | $6,961+32.9% | $6,033+53.3% | $6,689+38.3% |
| Admin fee / account holder | $814 | $16,644-95.1% | $12,689-93.6% | $13,398-93.9% |