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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 | $41,404 | $111,535-62.9% | $105,223-60.7% | $137,256-69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.97% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,517 | $3,939-36.1% | $3,689-31.8% | $4,156-39.4% |
| Participant deferral / active EE | $7,607 | $5,500+38.3% | $5,072+50.0% | $6,407+18.7% |
| Admin fee / account holder | $8,131 | $9,721-16.4% | $8,859-8.2% | $12,270-33.7% |