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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 | $92,127 | $99,652-7.6% | $78,778+16.9% | $147,586-37.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.99% | 47.28%-29.3pp | 35.62%-17.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,255 | $2,796-19.3% | $1,986+13.6% | $4,876-53.8% |
| Participant deferral / active EE | $4,352 | $3,664+18.8% | $2,958+47.1% | $5,439-20.0% |
| Admin fee / account holder | $1,100 | $7,155-84.6% | $5,134-78.6% | $10,886-89.9% |