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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 | $40,540 | $115,810-65.0% | $101,271-60.0% | $158,966-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.70% | 56.15%-43.5pp | 46.48%-33.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $3,571 | $4,175-14.5% | $3,660-2.4% | $4,762-25.0% |
| Participant deferral / active EE | $10,414 | $4,958+110.0% | $4,371+138.3% | $5,983+74.1% |
| Admin fee / account holder | $391 | $7,248-94.6% | $5,948-93.4% | $11,250-96.5% |