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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 | $66,775 | $150,412-55.6% | $120,574-44.6% | $145,884-54.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.20% | 154.50%-138.3pp | 107.42%-91.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,940 | $4,355-55.5% | $3,471-44.1% | $4,662-58.4% |
| Participant deferral / active EE | $11,981 | $6,175+94.0% | $4,996+139.8% | $6,690+79.1% |
| Admin fee / account holder | $308 | $12,224-97.5% | $9,445-96.7% | $13,392-97.7% |