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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 | $44,565 | $45,087-1.2% | $69,483-35.9% | $72,976-38.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 50.62% | 22.67%+28.0pp | 28.99%+21.6pp | 81.02%-30.4pp |
| Employer contribution / active EE | $7,406 | $2,055+260.4% | $2,780+166.4% | $2,440+203.5% |
| Participant deferral / active EE | $5,114 | $2,603+96.5% | $3,537+44.6% | $3,608+41.8% |
| Admin fee / account holder | $10,734 | $3,057+251.1% | $3,841+179.5% | $5,124+109.5% |