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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 | $83,967 | $81,208+3.4% | $98,920-15.1% | $79,856+5.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.83% | 60.99%-43.2pp | 196.47%-178.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,466 | $1,960+230.0% | $2,689+140.4% | $2,471+161.7% |
| Participant deferral / active EE | $3,486 | $3,265+6.8% | $4,245-17.9% | $3,741-6.8% |
| Admin fee / account holder | $336 | $6,013-94.4% | $6,643-94.9% | $5,306-93.7% |