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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 | $41,059 | $75,959-45.9% | $154,114-73.4% | $64,181-36.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.68% | 30.32%-22.6pp | 735.16%-727.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $4,331 | $3,350+29.3% | $5,298-18.2% | $2,381+81.9% |
| Participant deferral / active EE | $4,397 | $3,175+38.5% | $5,081-13.5% | $3,470+26.7% |
| Admin fee / account holder | $6,333 | $5,589+13.3% | $13,411-52.8% | $4,887+29.6% |