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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 | $104,819 | $85,766+22.2% | $136,298-23.1% | $70,126+49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,347 | $2,966+12.9% | $4,696-28.7% | $2,343+42.9% |
| Participant deferral / active EE | $8,942 | $5,051+77.0% | $6,247+43.1% | $3,332+168.4% |
| Admin fee / account holder | $977 | $5,421-82.0% | $9,244-89.4% | $4,645-79.0% |