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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 | $125,434 | $103,008+21.8% | $90,304+38.9% | $152,897-18.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.42% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $3,398 | $3,139+8.2% | $2,855+19.0% | $4,764-28.7% |
| Participant deferral / active EE | $2,475 | $4,281-42.2% | $3,885-36.3% | $5,851-57.7% |
| Admin fee / account holder | $4,352 | $6,175-29.5% | $5,354-18.7% | $11,599-62.5% |