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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 | $204,400 | $208,088-1.8% | $186,193+9.8% | $154,746+32.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.29% | 89.97%-78.7pp | 78.03%-66.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,634 | $4,340-39.3% | $3,918-32.8% | $4,379-39.8% |
| Participant deferral / active EE | $4,189 | $7,078-40.8% | $6,513-35.7% | $6,730-37.8% |
| Admin fee / account holder | $2,917 | $11,698-75.1% | $11,058-73.6% | $14,365-79.7% |