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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 | $30,985 | $157,296-80.3% | $141,191-78.1% | $152,897-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.57% | 64.34%-42.8pp | 71.41%-49.8pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,112 | $5,262-59.9% | $4,736-55.4% | $4,764-55.7% |
| Participant deferral / active EE | $5,918 | $7,111-16.8% | $6,710-11.8% | $5,851+1.1% |
| Admin fee / account holder | $1,655 | $12,125-86.4% | $10,264-83.9% | $11,599-85.7% |