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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 | $11,994 | $111,535-89.2% | $105,223-88.6% | $137,256-91.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.73% | 237.85%-210.1pp | 180.65%-152.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,789 | $5,500+96.2% | $5,072+112.7% | $6,407+68.4% |
| Admin fee / account holder | $10,833 | $9,721+11.4% | $8,859+22.3% | $12,270-11.7% |