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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 | $33,232 | $81,643-59.3% | $70,462-52.8% | $158,950-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.37% | 208.51%-198.1pp | 109.08%-98.7pp | 302.91%-292.5pp |
| Employer contribution / active EE | $1,234 | $3,218-61.6% | $2,737-54.9% | $4,762-74.1% |
| Participant deferral / active EE | $8,368 | $4,555+83.7% | $3,710+125.6% | $5,983+39.9% |
| Admin fee / account holder | $449 | $6,194-92.8% | $3,845-88.3% | $11,248-96.0% |