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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 | $81,205 | $105,867-23.3% | $90,760-10.5% | $134,532-39.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 66.60% | -10.99%+77.6pp | -12.16%+78.8pp | 418.27%-351.7pp |
| Employer contribution / active EE | $2,022 | $3,464-41.6% | $2,922-30.8% | $4,741-57.3% |
| Participant deferral / active EE | $6,178 | $5,217+18.4% | $4,565+35.3% | $6,401-3.5% |
| Admin fee / account holder | $1,136 | $13,936-91.8% | $8,444-86.5% | $11,429-90.1% |