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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 | $102,778 | $157,296-34.7% | $141,191-27.2% | $152,897-32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.37% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,090 | $5,262-41.3% | $4,736-34.7% | $4,764-35.1% |
| Participant deferral / active EE | $3,863 | $7,111-45.7% | $6,710-42.4% | $5,851-34.0% |
| Admin fee / account holder | $1,432 | $12,125-88.2% | $10,264-86.1% | $11,599-87.7% |