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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 | $87,821 | $176,402-50.2% | $134,162-34.5% | $158,966-44.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.37% | 63.66%-49.3pp | 36.35%-22.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $4,424 | $5,042-12.3% | $3,705+19.4% | $4,762-7.1% |
| Participant deferral / active EE | $10,513 | $4,093+156.9% | $3,500+200.4% | $5,983+75.7% |
| Admin fee / account holder | $2,432 | $8,719-72.1% | $6,685-63.6% | $11,250-78.4% |