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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 | $122,992 | $104,251+18.0% | $91,004+35.2% | $147,586-16.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.53% | 27.06%-14.5pp | 4.60%+7.9pp | 578.59%-566.1pp |
| Employer contribution / active EE | $5,000 | $3,116+60.5% | $2,456+103.6% | $4,876+2.5% |
| Participant deferral / active EE | $3,000 | $4,195-28.5% | $3,548-15.4% | $5,439-44.8% |
| Admin fee / account holder | $442 | $8,948-95.1% | $5,417-91.8% | $10,886-95.9% |