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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 | $65,670 | $99,652-34.1% | $78,778-16.6% | $147,586-55.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.71% | 47.28%-32.6pp | 35.62%-20.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,817 | $2,796-35.0% | $1,986-8.5% | $4,876-62.7% |
| Participant deferral / active EE | $3,515 | $3,664-4.1% | $2,958+18.8% | $5,439-35.4% |
| Admin fee / account holder | $310 | $7,155-95.7% | $5,134-94.0% | $10,886-97.1% |