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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 | $36,781 | $115,814-68.2% | $101,275-63.7% | $158,982-76.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.39% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,140 | $4,176-48.8% | $3,660-41.5% | $4,763-55.1% |
| Participant deferral / active EE | $3,027 | $4,958-38.9% | $4,371-30.7% | $5,983-49.4% |
| Admin fee / account holder | $3,937 | $7,249-45.7% | $5,948-33.8% | $11,252-65.0% |