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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 | $33,024 | $162,529-79.7% | $130,788-74.7% | $154,746-78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.46% | 510.48%-497.0pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $7,638 | $4,447+71.7% | $3,558+114.7% | $4,379+74.4% |
| Participant deferral / active EE | $4,004 | $4,808-16.7% | $4,137-3.2% | $6,730-40.5% |
| Admin fee / account holder | $840 | $7,669-89.0% | $6,673-87.4% | $14,365-94.2% |