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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 | $41,202 | $176,402-76.6% | $134,162-69.3% | $158,982-74.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.09% | 63.66%-49.6pp | 36.35%-22.3pp | 302.99%-288.9pp |
| Employer contribution / active EE | $682 | $5,042-86.5% | $3,705-81.6% | $4,763-85.7% |
| Participant deferral / active EE | $8,144 | $4,093+99.0% | $3,500+132.7% | $5,983+36.1% |
| Admin fee / account holder | $308 | $8,719-96.5% | $6,685-95.4% | $11,252-97.3% |