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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 | $15,791 | $111,878-85.9% | $93,727-83.2% | $145,897-89.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.86% | 204.28%-187.4pp | 133.83%-117.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,975 | $3,092-3.8% | $2,421+22.9% | $4,663-36.2% |
| Participant deferral / active EE | $2,583 | $4,920-47.5% | $4,417-41.5% | $6,689-61.4% |
| Admin fee / account holder | $426 | $10,256-95.8% | $8,292-94.9% | $13,390-96.8% |