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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 | $64,055 | $70,121-8.7% | $63,803+0.4% | $138,895-53.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 25.68% | 946.48%-920.8pp | 543.72%-518.0pp | 145.39%-119.7pp |
| Employer contribution / active EE | $3,759 | $2,882+30.4% | $2,532+48.4% | $4,194-10.4% |
| Participant deferral / active EE | $11,247 | $4,535+148.0% | $3,843+192.7% | $6,396+75.8% |
| Admin fee / account holder | $6,735 | $6,7380% | $5,196+29.6% | $12,562-46.4% |