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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 | $153,452 | $96,388+59.2% | $80,627+90.3% | $139,466+10.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 1352.08%-1337.8pp | 936.76%-922.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $2,340 | $3,260-28.2% | $2,723-14.0% | $4,754-50.8% |
| Participant deferral / active EE | $1,488 | $5,224-71.5% | $4,443-66.5% | $6,712-77.8% |
| Admin fee / account holder | $2,593 | $6,603-60.7% | $5,381-51.8% | $11,409-77.3% |