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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 | $61,415 | $111,787-45.1% | $93,681-34.4% | $145,978-57.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.92% | 203.52%-191.6pp | 133.47%-121.6pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,931 | $3,093-37.6% | $2,422-20.3% | $4,662-58.6% |
| Participant deferral / active EE | $3,767 | $4,918-23.4% | $4,415-14.7% | $6,690-43.7% |
| Admin fee / account holder | $4,226 | $10,256-58.8% | $8,290-49.0% | $13,400-68.5% |