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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 | $289,211-29.3% | $260,467-21.5% | $198,609+2.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.29% | 112.90%-101.6pp | 100.60%-89.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,634 | $4,663-43.5% | $4,239-37.8% | $5,055-47.9% |
| Participant deferral / active EE | $4,189 | $6,812-38.5% | $6,319-33.7% | $6,977-40.0% |
| Admin fee / account holder | $2,917 | $16,236-82.0% | $15,461-81.1% | $19,030-84.7% |