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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 | $43,811 | $70,366-37.7% | $66,674-34.3% | $138,895-68.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.97% | 386.41%-362.4pp | 321.24%-297.3pp | 145.39%-121.4pp |
| Employer contribution / active EE | $3,548 | $2,765+28.3% | $2,620+35.4% | $4,194-15.4% |
| Participant deferral / active EE | $5,435 | $4,374+24.3% | $4,084+33.1% | $6,396-15.0% |
| Admin fee / account holder | $9,102 | $5,262+73.0% | $5,098+78.5% | $12,562-27.5% |