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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 | $84,223 | $108,882-22.6% | $96,754-13.0% | $154,746-45.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.14% | 98.39%-82.3pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,712 | $3,018+122.4% | $2,679+150.5% | $4,379+53.3% |
| Participant deferral / active EE | $4,396 | $5,323-17.4% | $4,758-7.6% | $6,730-34.7% |
| Admin fee / account holder | $2,609 | $10,200-74.4% | $8,905-70.7% | $14,365-81.8% |