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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 | $24,131 | $100,279-75.9% | $81,353-70.3% | $145,884-83.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 34.49%-19.4pp | 24.82%-9.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $5,113 | $2,979+71.6% | $2,464+107.5% | $4,662+9.7% |
| Participant deferral / active EE | $10,870 | $4,611+135.7% | $3,885+179.8% | $6,690+62.5% |
| Admin fee / account holder | $584 | $8,206-92.9% | $5,766-89.9% | $13,392-95.6% |