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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 | $100,721 | $157,304-36.0% | $141,197-28.7% | $152,909-34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.73% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $2,176 | $5,263-58.7% | $4,736-54.1% | $4,764-54.3% |
| Participant deferral / active EE | $5,376 | $7,111-24.4% | $6,710-19.9% | $5,851-8.1% |
| Admin fee / account holder | $2,111 | $12,126-82.6% | $10,265-79.4% | $11,601-81.8% |