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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 | $64,075 | $118,708-46.0% | $98,920-35.2% | $158,966-59.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 372.49%-357.7pp | 196.47%-181.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $4,059 | $3,334+21.7% | $2,689+50.9% | $4,762-14.8% |
| Participant deferral / active EE | $10,010 | $5,089+96.7% | $4,245+135.8% | $5,983+67.3% |
| Admin fee / account holder | $634 | $10,134-93.7% | $6,643-90.4% | $11,250-94.4% |