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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 | $25,286 | $102,422-75.3% | $147,117-82.8% | $80,959-68.8% |
| Participation rate | 98.6% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 31.15% | 135.16%-104.0pp | 420.54%-389.4pp | 35.67%-4.5pp |
| Employer contribution / active EE | $3,106 | $3,717-16.4% | $4,932-37.0% | $2,757+12.7% |
| Participant deferral / active EE | $3,995 | $6,652-39.9% | $8,065-50.5% | $4,300-7.1% |
| Admin fee / account holder | $1,245 | $7,953-84.3% | $12,993-90.4% | $6,925-82.0% |