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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 | $35,006 | $88,778-60.6% | $81,844-57.2% | $145,884-76.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.47% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,597 | $3,087-15.9% | $2,916-11.0% | $4,662-44.3% |
| Participant deferral / active EE | $5,771 | $4,648+24.1% | $4,323+33.5% | $6,690-13.7% |
| Admin fee / account holder | $866 | $8,430-89.7% | $7,355-88.2% | $13,392-93.5% |