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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 | $75,641 | $102,422-26.1% | $147,117-48.6% | $80,959-6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.93% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $8,392 | $3,717+125.7% | $4,932+70.1% | $2,757+204.4% |
| Participant deferral / active EE | $16,713 | $6,652+151.2% | $8,065+107.2% | $4,300+288.6% |
| Admin fee / account holder | $7,004 | $7,953-11.9% | $12,993-46.1% | $6,925+1.1% |