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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 | $61,135 | $111,830-45.3% | $93,696-34.8% | $145,884-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.92% | 204.08%-189.2pp | 133.74%-118.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,141 | $3,093-30.8% | $2,422-11.6% | $4,662-54.1% |
| Participant deferral / active EE | $7,688 | $4,920+56.3% | $4,417+74.1% | $6,690+14.9% |
| Admin fee / account holder | $905 | $10,249-91.2% | $8,287-89.1% | $13,392-93.2% |