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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 | $94,270 | $61,125+54.2% | $94,057+0.2% | $87,485+7.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.67% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $4,666 | $2,136+118.4% | $2,933+59.1% | $2,596+79.7% |
| Participant deferral / active EE | $10,278 | $3,260+215.3% | $4,709+118.2% | $4,274+140.5% |
| Admin fee / account holder | $302 | $5,629-94.6% | $7,244-95.8% | $7,775-96.1% |