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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 | $39,168 | $103,008-62.0% | $90,304-56.6% | $152,897-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.12% | 95.22%-77.1pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $4,428 | $3,139+41.0% | $2,855+55.1% | $4,764-7.1% |
| Participant deferral / active EE | $3,521 | $4,281-17.8% | $3,885-9.4% | $5,851-39.8% |
| Admin fee / account holder | $2,513 | $6,175-59.3% | $5,354-53.1% | $11,599-78.3% |