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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 | $225,852 | $107,941+109.2% | $91,994+145.5% | $152,909+47.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.63% | 89.28%-74.6pp | 69.04%-54.4pp | 345.46%-330.8pp |
| Employer contribution / active EE | $2,028 | $4,212-51.9% | $3,453-41.3% | $4,764-57.4% |
| Participant deferral / active EE | $2,853 | $6,366-55.2% | $5,924-51.8% | $5,851-51.3% |
| Admin fee / account holder | $4,838 | $10,521-54.0% | $7,744-37.5% | $11,601-58.3% |