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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 | $27,259 | $111,830-75.6% | $93,696-70.9% | $145,884-81.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.88% | 204.08%-189.2pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,828 | $3,093-40.9% | $2,422-24.5% | $4,662-60.8% |
| Participant deferral / active EE | $7,108 | $4,920+44.5% | $4,417+60.9% | $6,690+6.3% |
| Admin fee / account holder | $411 | $10,249-96.0% | $8,287-95.0% | $13,392-96.9% |