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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 | $37,301 | $111,535-66.6% | $105,223-64.6% | $137,256-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.75% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,755 | $3,939-55.5% | $3,689-52.4% | $4,156-57.8% |
| Participant deferral / active EE | $10,934 | $5,500+98.8% | $5,072+115.6% | $6,407+70.7% |
| Admin fee / account holder | $2,972 | $9,721-69.4% | $8,859-66.5% | $12,270-75.8% |