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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 | $79,941 | $150,435-46.9% | $120,580-33.7% | $145,897-45.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.60%-142.8pp | 107.48%-95.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,018 | $4,352-53.6% | $3,469-41.8% | $4,663-56.7% |
| Participant deferral / active EE | $6,913 | $6,174+12.0% | $4,995+38.4% | $6,689+3.3% |
| Admin fee / account holder | $1,884 | $12,182-84.5% | $9,418-80.0% | $13,390-85.9% |