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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 | $33,897 | $76,551-55.7% | $123,894-72.6% | $62,881-46.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 57.00% | 18.68%+38.3pp | 47.52%+9.5pp | 20.14%+36.9pp |
| Employer contribution / active EE | $7,336 | $2,882+154.5% | $4,617+58.9% | $2,281+221.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $399 | $4,826-91.7% | $8,357-95.2% | $4,296-90.7% |