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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 | $137,549 | $208,088-33.9% | $186,193-26.1% | $154,746-11.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 35.77% | 89.97%-54.2pp | 78.03%-42.3pp | 172.34%-136.6pp |
| Employer contribution / active EE | $2,413 | $4,340-44.4% | $3,918-38.4% | $4,379-44.9% |
| Participant deferral / active EE | $9,100 | $7,078+28.6% | $6,513+39.7% | $6,730+35.2% |
| Admin fee / account holder | $1,955 | $11,698-83.3% | $11,058-82.3% | $14,365-86.4% |