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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 | $96,365 | $98,766-2.4% | $149,730-35.6% | $79,852+20.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $10,664 | $3,217+231.5% | $4,645+129.6% | $2,471+331.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $319 | $6,052-94.7% | $9,310-96.6% | $5,306-94.0% |