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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 | $81,248 | $58,275+39.4% | $81,844-0.7% | $80,935+0.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.71% | 41.82%-25.1pp | 778.87%-762.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $6,044 | $2,346+157.7% | $2,916+107.3% | $2,757+119.3% |
| Participant deferral / active EE | $11,424 | $3,285+247.7% | $4,323+164.2% | $4,299+165.7% |
| Admin fee / account holder | $2,368 | $4,749-50.1% | $7,355-67.8% | $6,924-65.8% |