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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 | $25,569 | $103,000-75.2% | $90,300-71.7% | $152,885-83.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.14% | 95.19%-68.1pp | 78.11%-51.0pp | 345.39%-318.2pp |
| Employer contribution / active EE | $1,729 | $3,138-44.9% | $2,854-39.4% | $4,763-63.7% |
| Participant deferral / active EE | $7,651 | $4,281+78.7% | $3,884+97.0% | $5,851+30.8% |
| Admin fee / account holder | $664 | $6,173-89.3% | $5,353-87.6% | $11,598-94.3% |