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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 | $94,917 | $107,941-12.1% | $91,994+3.2% | $152,909-37.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.30% | 89.28%-73.0pp | 69.04%-52.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $1,790 | $4,212-57.5% | $3,453-48.2% | $4,764-62.4% |
| Participant deferral / active EE | $3,913 | $6,366-38.5% | $5,924-33.9% | $5,851-33.1% |
| Admin fee / account holder | $769 | $10,521-92.7% | $7,744-90.1% | $11,601-93.4% |