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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 | $84,356 | $115,814-27.2% | $101,275-16.7% | $158,982-46.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.71% | 56.16%-42.4pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $12,414 | $4,176+197.3% | $3,660+239.2% | $4,763+160.6% |
| Participant deferral / active EE | $1,546 | $4,958-68.8% | $4,371-64.6% | $5,983-74.2% |
| Admin fee / account holder | $2,056 | $7,249-71.6% | $5,948-65.4% | $11,252-81.7% |