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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 | $80,857 | $61,125+32.3% | $94,057-14.0% | $87,485-7.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.32% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $7,250 | $2,136+239.4% | $2,933+147.2% | $2,596+179.3% |
| Participant deferral / active EE | $10,157 | $3,260+211.5% | $4,709+115.7% | $4,274+137.7% |
| Admin fee / account holder | $18,670 | $5,629+231.7% | $7,244+157.7% | $7,775+140.1% |