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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 | $131,334 | $81,696+60.8% | $70,494+86.3% | $158,982-17.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.23% | 208.70%-194.5pp | 109.16%-94.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,610 | $3,220-18.9% | $2,738-4.7% | $4,763-45.2% |
| Participant deferral / active EE | $8,211 | $4,558+80.2% | $3,711+121.3% | $5,983+37.2% |
| Admin fee / account holder | $4,955 | $6,200-20.1% | $3,848+28.8% | $11,252-56.0% |