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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 | $217,728 | $127,790+70.4% | $106,555+104.3% | $167,536+30.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.45% | 33.88%-18.4pp | 26.80%-11.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,490 | $3,428-56.5% | $2,819-47.2% | $4,839-69.2% |
| Participant deferral / active EE | $12,800 | $5,088+151.6% | $4,399+191.0% | $6,342+101.8% |
| Admin fee / account holder | $916 | $11,229-91.8% | $7,408-87.6% | $12,315-92.6% |