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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 | $53,627 | $115,796-53.7% | $101,264-47.0% | $158,950-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.23% | 56.15%-38.9pp | 46.48%-29.3pp | 302.91%-285.7pp |
| Employer contribution / active EE | $3,000 | $4,175-28.2% | $3,660-18.0% | $4,762-37.0% |
| Participant deferral / active EE | $10,982 | $4,958+121.5% | $4,370+151.3% | $5,983+83.6% |
| Admin fee / account holder | $430 | $7,247-94.1% | $5,947-92.8% | $11,248-96.2% |