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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 | $74,973 | $47,479+57.9% | $62,929+19.1% | $82,448-9.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.56% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $8,207 | $1,885+335.3% | $2,505+227.7% | $2,551+221.7% |
| Participant deferral / active EE | $5,905 | $2,870+105.7% | $3,888+51.9% | $4,139+42.7% |
| Admin fee / account holder | $4,740 | $3,804+24.6% | $5,065-6.4% | $7,234-34.5% |