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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 | $107,809-88.8% | $97,032-87.5% | $155,188-92.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 105.10% | 38.06%+67.0pp | 35.38%+69.7pp | 148.84%-43.7pp |
| Employer contribution / active EE | $3,262 | $2,911+12.0% | $2,629+24.1% | $4,248-23.2% |
| Participant deferral / active EE | $3,575 | $5,129-30.3% | $4,672-23.5% | $6,531-45.3% |
| Admin fee / account holder | $323 | $10,717-97.0% | $9,418-96.6% | $14,480-97.8% |