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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 | $39,215 | $103,000-61.9% | $90,300-56.6% | $152,885-74.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.31% | 95.19%-72.9pp | 78.11%-55.8pp | 345.39%-323.1pp |
| Employer contribution / active EE | $3,621 | $3,138+15.4% | $2,854+26.9% | $4,763-24.0% |
| Participant deferral / active EE | $3,518 | $4,281-17.8% | $3,884-9.4% | $5,851-39.9% |
| Admin fee / account holder | $2,657 | $6,173-57.0% | $5,353-50.4% | $11,598-77.1% |