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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 | $56,967 | $77,908-26.9% | $149,696-61.9% | $75,173-24.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.62% | 31.73%-13.1pp | 134.46%-115.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $5,577 | $3,138+77.7% | $4,821+15.7% | $2,671+108.8% |
| Participant deferral / active EE | $5,647 | $3,411+65.5% | $5,682-0.6% | $4,126+36.9% |
| Admin fee / account holder | $872 | $5,950-85.3% | $13,212-93.4% | $5,651-84.6% |