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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 | $36,482 | $107,368-66.0% | $92,915-60.7% | $152,909-76.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.59% | 145.64%-129.1pp | 109.45%-92.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,210 | $4,222-71.3% | $3,653-66.9% | $4,764-74.6% |
| Participant deferral / active EE | $5,517 | $4,848+13.8% | $4,238+30.2% | $5,851-5.7% |
| Admin fee / account holder | $903 | $7,082-87.2% | $5,796-84.4% | $11,601-92.2% |