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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 | $29,758 | $109,904-72.9% | $97,167-69.4% | $145,959-79.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.00% | 243.43%-233.4pp | 75.27%-65.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $4,337 | $3,084+40.6% | $2,729+58.9% | $4,661-6.9% |
| Participant deferral / active EE | $8,023 | $4,676+71.6% | $4,264+88.2% | $6,689+19.9% |
| Admin fee / account holder | $3,335 | $6,216-46.3% | $5,650-41.0% | $13,398-75.1% |