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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 | $97,833 | $98,766-0.9% | $149,730-34.7% | $79,852+22.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.98% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $7,497 | $3,217+133.0% | $4,645+61.4% | $2,471+203.4% |
| Participant deferral / active EE | $7,177 | $5,681+26.3% | $6,843+4.9% | $3,740+91.9% |
| Admin fee / account holder | $3,167 | $6,052-47.7% | $9,310-66.0% | $5,306-40.3% |