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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 | $89,933 | $106,267-15.4% | $96,520-6.8% | $139,456-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.87% | 38.45%-21.6pp | 35.72%-18.8pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,588 | $4,105-61.3% | $3,739-57.5% | $4,753-66.6% |
| Participant deferral / active EE | $6,116 | $5,454+12.1% | $4,879+25.4% | $6,711-8.9% |
| Admin fee / account holder | $1,100 | $7,882-86.0% | $6,733-83.7% | $11,407-90.4% |