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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 | $90,640 | $209,425-56.7% | $178,499-49.2% | $158,966-43.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.66% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,200 | $5,707-61.5% | $5,011-56.1% | $4,762-53.8% |
| Participant deferral / active EE | $8,274 | $5,955+38.9% | $5,202+59.0% | $5,983+38.3% |
| Admin fee / account holder | $4,418 | $17,078-74.1% | $13,986-68.4% | $11,250-60.7% |