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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 | $36,525 | $157,304-76.8% | $141,197-74.1% | $152,909-76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.54% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,730 | $5,263-48.1% | $4,736-42.4% | $4,764-42.7% |
| Participant deferral / active EE | $6,992 | $7,111-1.7% | $6,710+4.2% | $5,851+19.5% |
| Admin fee / account holder | $480 | $12,126-96.0% | $10,265-95.3% | $11,601-95.9% |