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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 | $77,309 | $232,540-66.8% | $185,117-58.2% | $147,586-47.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.52% | 43.03%-22.5pp | 40.50%-20.0pp | 578.59%-558.1pp |
| Employer contribution / active EE | $10,042 | $5,195+93.3% | $4,182+140.1% | $4,876+105.9% |
| Participant deferral / active EE | $3,560 | $5,834-39.0% | $5,045-29.4% | $5,439-34.5% |
| Admin fee / account holder | $657 | $10,275-93.6% | $8,159-91.9% | $10,886-94.0% |