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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 | $102,564 | $157,296-34.8% | $141,191-27.4% | $152,897-32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.47% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $3,230 | $5,262-38.6% | $4,736-31.8% | $4,764-32.2% |
| Participant deferral / active EE | $12,243 | $7,111+72.2% | $6,710+82.5% | $5,851+109.2% |
| Admin fee / account holder | $28,147 | $12,125+132.1% | $10,264+174.2% | $11,599+142.7% |