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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 | $47,975 | $105,198-54.4% | $159,455-69.9% | $85,856-44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.29% | 45.08%-25.8pp | 263.63%-244.3pp | 318.58%-299.3pp |
| Employer contribution / active EE | $3,820 | $3,319+15.1% | $4,830-20.9% | $2,565+48.9% |
| Participant deferral / active EE | $7,944 | $5,946+33.6% | $7,353+8.0% | $3,952+101.0% |
| Admin fee / account holder | $4,483 | $6,934-35.4% | $10,800-58.5% | $6,261-28.4% |