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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 | $71,190 | $99,652-28.6% | $78,778-9.6% | $147,586-51.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.05% | 47.28%-39.2pp | 35.62%-27.6pp | 578.59%-570.5pp |
| Employer contribution / active EE | $2,458 | $2,796-12.1% | $1,986+23.8% | $4,876-49.6% |
| Participant deferral / active EE | $12,150 | $3,664+231.6% | $2,958+310.7% | $5,439+123.4% |
| Admin fee / account holder | $1,325 | $7,155-81.5% | $5,134-74.2% | $10,886-87.8% |