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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 | $12,116 | $108,882-88.9% | $96,754-87.5% | $154,746-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 105.10% | 98.39%+6.7pp | 82.04%+23.1pp | 172.34%-67.2pp |
| Employer contribution / active EE | $3,262 | $3,018+8.1% | $2,679+21.7% | $4,379-25.5% |
| Participant deferral / active EE | $3,575 | $5,323-32.8% | $4,758-24.9% | $6,730-46.9% |
| Admin fee / account holder | $323 | $10,200-96.8% | $8,905-96.4% | $14,365-97.8% |