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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 | $40,227 | $102,595-60.8% | $94,057-57.2% | $154,746-74.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.47% | 583.42%-567.9pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,821 | $3,147+53.2% | $2,933+64.4% | $4,379+10.1% |
| Participant deferral / active EE | $10,404 | $5,118+103.3% | $4,709+120.9% | $6,730+54.6% |
| Admin fee / account holder | $3,311 | $7,736-57.2% | $7,244-54.3% | $14,365-77.0% |