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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 | $35,127 | $85,171-58.8% | $172,752-79.7% | $72,975-51.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.45% | 27.32%-1.9pp | 802.97%-777.5pp | 81.01%-55.6pp |
| Employer contribution / active EE | $5,286 | $3,324+59.0% | $5,144+2.8% | $2,440+116.6% |
| Participant deferral / active EE | $5,482 | $3,260+68.2% | $5,198+5.5% | $3,608+52.0% |
| Admin fee / account holder | $2,121 | $5,880-63.9% | $13,955-84.8% | $5,124-58.6% |