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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 | $14,066 | $111,787-87.4% | $93,681-85.0% | $145,978-90.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.84% | 203.52%-191.7pp | 133.47%-121.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,879 | $3,093-39.3% | $2,422-22.4% | $4,662-59.7% |
| Participant deferral / active EE | $8,320 | $4,918+69.2% | $4,415+88.4% | $6,690+24.4% |
| Admin fee / account holder | $6,614 | $10,256-35.5% | $8,290-20.2% | $13,400-50.6% |