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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 | $85,671 | $121,701-29.6% | $104,639-18.1% | $158,982-46.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.81% | 465.72%-433.9pp | 340.67%-308.9pp | 302.99%-271.2pp |
| Employer contribution / active EE | $1,420 | $3,165-55.1% | $2,682-47.0% | $4,763-70.2% |
| Participant deferral / active EE | $3,323 | $4,176-20.4% | $3,738-11.1% | $5,983-44.5% |
| Admin fee / account holder | $9,933 | $7,778+27.7% | $6,465+53.6% | $11,252-11.7% |