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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 | $123,958 | $53,128+133.3% | $86,582+43.2% | $70,126+76.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.94% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,138 | $2,068+3.4% | $2,839-24.7% | $2,343-8.8% |
| Participant deferral / active EE | $6,947 | $2,695+157.8% | $3,609+92.5% | $3,332+108.5% |
| Admin fee / account holder | $24,578 | $3,584+585.8% | $4,904+401.2% | $4,645+429.1% |