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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 | $92,616 | $102,385-9.5% | $147,080-37.0% | $80,935+14.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.12% | 135.09%-118.0pp | 420.17%-403.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,276 | $3,717-38.8% | $4,933-53.9% | $2,757-17.4% |
| Participant deferral / active EE | $4,974 | $6,651-25.2% | $8,066-38.3% | $4,299+15.7% |
| Admin fee / account holder | $1,206 | $7,951-84.8% | $12,989-90.7% | $6,924-82.6% |