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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 | $66,941 | $99,652-32.8% | $78,778-15.0% | $147,586-54.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.78% | 47.28%-32.5pp | 35.62%-20.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,909 | $2,796-31.7% | $1,986-3.9% | $4,876-60.9% |
| Participant deferral / active EE | $7,731 | $3,664+111.0% | $2,958+161.3% | $5,439+42.1% |
| Admin fee / account holder | $510 | $7,155-92.9% | $5,134-90.1% | $10,886-95.3% |