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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 | $154,432 | $225,673-31.6% | $203,872-24.3% | $155,188-0.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 23.93% | 95.91%-72.0pp | 85.11%-61.2pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,564 | $4,099-61.8% | $3,757-58.4% | $4,248-63.2% |
| Participant deferral / active EE | $8,777 | $6,893+27.3% | $6,388+37.4% | $6,531+34.4% |
| Admin fee / account holder | $652 | $12,327-94.7% | $11,730-94.4% | $14,480-95.5% |