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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 | $19,749 | $90,530-78.2% | $76,030-74.0% | $145,897-86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.31% | 625.08%-614.8pp | 361.54%-351.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,545 | $3,319+6.8% | $2,688+31.9% | $4,663-24.0% |
| Participant deferral / active EE | $1,643 | $5,164-68.2% | $4,257-61.4% | $6,689-75.4% |
| Admin fee / account holder | $353 | $8,383-95.8% | $6,421-94.5% | $13,390-97.4% |