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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 | $59,555 | $115,796-48.6% | $101,264-41.2% | $158,950-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.71% | 56.15%-42.4pp | 46.48%-32.8pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,487 | $4,175-40.4% | $3,660-32.0% | $4,762-47.8% |
| Participant deferral / active EE | $2,831 | $4,958-42.9% | $4,370-35.2% | $5,983-52.7% |
| Admin fee / account holder | $602 | $7,247-91.7% | $5,947-89.9% | $11,248-94.7% |