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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 | $53,942 | $60,119-10.3% | $90,430-40.3% | $79,858-32.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.52% | 71.94%-51.4pp | 1293.73%-1273.2pp | 31.72%-11.2pp |
| Employer contribution / active EE | $5,085 | $2,068+145.9% | $3,262+55.9% | $2,471+105.8% |
| Participant deferral / active EE | $6,250 | $2,938+112.8% | $3,963+57.7% | $3,740+67.1% |
| Admin fee / account holder | $6,359 | $3,976+59.9% | $5,613+13.3% | $5,306+19.8% |