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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 | $66,371 | $132,099-49.8% | $115,599-42.6% | $138,895-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.91% | 176.76%-156.8pp | 111.10%-91.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,316 | $3,416-61.5% | $2,955-55.5% | $4,194-68.6% |
| Participant deferral / active EE | $7,410 | $5,617+31.9% | $4,889+51.5% | $6,396+15.8% |
| Admin fee / account holder | $601 | $15,650-96.2% | $12,841-95.3% | $12,562-95.2% |