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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 | $68,840 | $85,171-19.2% | $172,753-60.2% | $72,976-5.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.00% | 27.32%-2.3pp | 803.00%-778.0pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,975 | $3,324-40.6% | $5,144-61.6% | $2,440-19.0% |
| Participant deferral / active EE | $4,471 | $3,260+37.1% | $5,198-14.0% | $3,608+23.9% |
| Admin fee / account holder | $544 | $5,880-90.7% | $13,956-96.1% | $5,124-89.4% |