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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 | $40,086 | $106,918-62.5% | $84,021-52.3% | $152,897-73.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.79% | 105.01%-84.2pp | 71.32%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,868 | $2,735-31.7% | $1,984-5.8% | $4,764-60.8% |
| Participant deferral / active EE | $7,275 | $4,012+81.3% | $3,239+124.6% | $5,851+24.3% |
| Admin fee / account holder | $11,149 | $8,288+34.5% | $6,102+82.7% | $11,599-3.9% |