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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 | $47,981 | $58,241-17.6% | $81,780-41.3% | $80,911-40.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.84% | 41.73%-25.9pp | 776.27%-760.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,512 | $2,343+7.2% | $2,914-13.8% | $2,756-8.8% |
| Participant deferral / active EE | $4,447 | $3,283+35.5% | $4,321+2.9% | $4,297+3.5% |
| Admin fee / account holder | $3,273 | $4,973-34.2% | $7,384-55.7% | $6,935-52.8% |