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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 | $93,379 | $111,535-16.3% | $105,223-11.3% | $137,256-32.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.51% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $15,000 | $3,939+280.8% | $3,689+306.7% | $4,156+260.9% |
| Participant deferral / active EE | $23,496 | $5,500+327.2% | $5,072+363.3% | $6,407+266.7% |
| Admin fee / account holder | $724 | $9,721-92.6% | $8,859-91.8% | $12,270-94.1% |