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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 | $86,944 | $172,111-49.5% | $150,298-42.2% | $137,256-36.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.19% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $31,000 | $4,636+568.6% | $4,154+646.3% | $4,156+645.9% |
| Participant deferral / active EE | $45,611 | $6,166+639.8% | $5,453+736.5% | $6,407+611.9% |
| Admin fee / account holder | $3,357 | $16,471-79.6% | $14,116-76.2% | $12,270-72.6% |