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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 | $30,056 | $111,535-73.1% | $105,223-71.4% | $137,256-78.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.30% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,306 | $3,939-41.5% | $3,689-37.5% | $4,156-44.5% |
| Participant deferral / active EE | $2,778 | $5,500-49.5% | $5,072-45.2% | $6,407-56.6% |
| Admin fee / account holder | $846 | $9,721-91.3% | $8,859-90.5% | $12,270-93.1% |