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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 | $51,643 | $93,346-44.7% | $71,796-28.1% | $273,972-81.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.35% | 130.39%-125.0pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,973 | $2,733+191.7% | $1,924+314.3% | $4,869+63.8% |
| Participant deferral / active EE | $5,102 | $3,475+46.8% | $2,794+82.6% | $5,287-3.5% |
| Admin fee / account holder | $548 | $6,571-91.7% | $4,815-88.6% | $10,133-94.6% |