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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 | $88,971 | $162,529-45.3% | $130,788-32.0% | $154,746-42.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.94% | 510.48%-499.5pp | 386.44%-375.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,783 | $4,447-14.9% | $3,558+6.3% | $4,379-13.6% |
| Participant deferral / active EE | $1,498 | $4,808-68.8% | $4,137-63.8% | $6,730-77.7% |
| Admin fee / account holder | $766 | $7,669-90.0% | $6,673-88.5% | $14,365-94.7% |