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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 | $104,880 | $118,875-11.8% | $96,572+8.6% | $167,553-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 50.50%-38.6pp | 37.79%-25.9pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,841 | $3,121-41.0% | $2,357-21.9% | $4,840-62.0% |
| Participant deferral / active EE | $3,314 | $4,617-28.2% | $3,850-13.9% | $6,343-47.8% |
| Admin fee / account holder | $1,333 | $8,070-83.5% | $6,183-78.4% | $12,316-89.2% |