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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 | $87,293 | $108,882-19.8% | $96,754-9.8% | $154,746-43.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.22% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $6,920 | $3,018+129.3% | $2,679+158.3% | $4,379+58.0% |
| Participant deferral / active EE | $12,767 | $5,323+139.9% | $4,758+168.3% | $6,730+89.7% |
| Admin fee / account holder | $2,616 | $10,200-74.4% | $8,905-70.6% | $14,365-81.8% |