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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 | $72,587 | $152,619-52.4% | $125,195-42.0% | $152,909-52.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.25% | 54.85%-35.6pp | 43.79%-24.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,483 | $4,947-49.8% | $3,866-35.8% | $4,764-47.9% |
| Participant deferral / active EE | $12,519 | $5,869+113.3% | $4,937+153.5% | $5,851+113.9% |
| Admin fee / account holder | $1,477 | $13,437-89.0% | $9,704-84.8% | $11,601-87.3% |