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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 | $87,369 | $150,207-41.8% | $120,380-27.4% | $145,978-40.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.68% | 154.28%-141.6pp | 107.28%-94.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,908 | $4,351-33.2% | $3,465-16.1% | $4,662-37.6% |
| Participant deferral / active EE | $12,955 | $6,175+109.8% | $4,992+159.5% | $6,690+93.7% |
| Admin fee / account holder | $416 | $12,203-96.6% | $9,421-95.6% | $13,400-96.9% |