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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 | $63,220 | $157,276-59.8% | $141,177-55.2% | $152,885-58.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 45.89% | 64.33%-18.4pp | 71.40%-25.5pp | 345.39%-299.5pp |
| Employer contribution / active EE | $2,868 | $5,262-45.5% | $4,736-39.4% | $4,763-39.8% |
| Participant deferral / active EE | $5,788 | $7,110-18.6% | $6,710-13.7% | $5,851-1.1% |
| Admin fee / account holder | $1,862 | $12,123-84.6% | $10,263-81.9% | $11,598-83.9% |