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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 | $104,637 | $90,509+15.6% | $78,693+33.0% | $273,968-61.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.32% | 75.61%-72.3pp | 62.18%-58.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $5,738 | $3,175+80.7% | $2,850+101.3% | $4,869+17.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,354 | $5,264-74.3% | $4,511-70.0% | $10,132-86.6% |