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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 | $126,588 | $75,832+66.9% | $147,617-14.2% | $59,633+112.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 13.52% | 0.37%+13.2pp | 61.98%-48.5pp | 2041.45%-2027.9pp |
| Employer contribution / active EE | $3,413 | $3,485-2.1% | $5,564-38.7% | $2,203+55.0% |
| Participant deferral / active EE | $4,361 | $3,131+39.3% | $4,895-10.9% | $3,192+36.6% |
| Admin fee / account holder | $24,192 | $5,986+304.2% | $11,612+108.3% | $4,297+463.0% |