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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 | $34,082 | $103,038-66.9% | $90,324-62.3% | $152,909-77.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.00% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $4,585 | $3,141+46.0% | $2,856+60.6% | $4,764-3.8% |
| Participant deferral / active EE | $4,272 | $4,282-0.2% | $3,885+10.0% | $5,851-27.0% |
| Admin fee / account holder | $1,635 | $6,177-73.5% | $5,356-69.5% | $11,601-85.9% |