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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 | $36,481 | $108,882-66.5% | $96,754-62.3% | $154,746-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.21% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,414 | $3,018+79.4% | $2,679+102.1% | $4,379+23.6% |
| Participant deferral / active EE | $7,610 | $5,323+43.0% | $4,758+59.9% | $6,730+13.1% |
| Admin fee / account holder | $499 | $10,200-95.1% | $8,905-94.4% | $14,365-96.5% |