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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 | $15,015 | $103,000-85.4% | $90,300-83.4% | $152,885-90.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.30% | 95.19%-70.9pp | 78.11%-53.8pp | 345.39%-321.1pp |
| Employer contribution / active EE | $5,169 | $3,138+64.7% | $2,854+81.1% | $4,763+8.5% |
| Participant deferral / active EE | $1,116 | $4,281-73.9% | $3,884-71.3% | $5,851-80.9% |
| Admin fee / account holder | $401 | $6,173-93.5% | $5,353-92.5% | $11,598-96.5% |