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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 | $61,581 | $157,296-60.9% | $141,191-56.4% | $152,897-59.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,971 | $5,262-62.5% | $4,736-58.4% | $4,764-58.6% |
| Participant deferral / active EE | $9,727 | $7,111+36.8% | $6,710+45.0% | $5,851+66.3% |
| Admin fee / account holder | $415 | $12,125-96.6% | $10,264-96.0% | $11,599-96.4% |