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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 | $72,071-39.2% | $68,368-35.9% | $137,256-68.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.97% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,548 | $2,788+27.3% | $2,649+34.0% | $4,156-14.6% |
| Participant deferral / active EE | $5,435 | $4,410+23.2% | $4,123+31.8% | $6,407-15.2% |
| Admin fee / account holder | $9,102 | $5,336+70.6% | $5,150+76.8% | $12,270-25.8% |