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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 | $98,949 | $85,171+16.2% | $172,752-42.7% | $72,975+35.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.84% | 27.32%-6.5pp | 802.97%-782.1pp | 81.01%-60.2pp |
| Employer contribution / active EE | $4,031 | $3,324+21.3% | $5,144-21.6% | $2,440+65.2% |
| Participant deferral / active EE | $2,693 | $3,260-17.4% | $5,198-48.2% | $3,608-25.4% |
| Admin fee / account holder | $2,989 | $5,880-49.2% | $13,955-78.6% | $5,124-41.7% |