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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 | $37,162 | $232,540-84.0% | $185,117-79.9% | $147,585-74.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.99% | 43.03%-25.0pp | 40.50%-22.5pp | 578.58%-560.6pp |
| Employer contribution / active EE | $4,319 | $5,195-16.9% | $4,182+3.3% | $4,876-11.4% |
| Participant deferral / active EE | $5,160 | $5,834-11.5% | $5,045+2.3% | $5,439-5.1% |
| Admin fee / account holder | $3,659 | $10,275-64.4% | $8,159-55.2% | $10,886-66.4% |