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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 | $62,839 | $72,071-12.8% | $68,368-8.1% | $137,256-54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.50% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,834 | $2,788+37.5% | $2,649+44.7% | $4,156-7.8% |
| Participant deferral / active EE | $5,439 | $4,410+23.3% | $4,123+31.9% | $6,407-15.1% |
| Admin fee / account holder | $916 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |