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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 | $30,881 | $102,422-69.8% | $147,117-79.0% | $80,959-61.9% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 15.51% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,614 | $3,717-29.7% | $4,932-47.0% | $2,757-5.2% |
| Participant deferral / active EE | $8,544 | $6,652+28.4% | $8,065+5.9% | $4,300+98.7% |
| Admin fee / account holder | $308 | $7,953-96.1% | $12,993-97.6% | $6,925-95.6% |