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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 | $19,129 | $152,542-87.5% | $117,498-83.7% | $134,509-85.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 5.51% | 53.02%-47.5pp | 29.75%-24.2pp | 418.13%-412.6pp |
| Employer contribution / active EE | $2,579 | $5,574-53.7% | $4,178-38.3% | $4,741-45.6% |
| Participant deferral / active EE | $3,594 | $4,819-25.4% | $4,071-11.7% | $6,400-43.9% |
| Admin fee / account holder | $4,980 | $7,006-28.9% | $5,646-11.8% | $11,427-56.4% |