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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 | $51,979 | $107,368-51.6% | $92,915-44.1% | $152,909-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.57% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,306 | $4,222-45.4% | $3,653-36.9% | $4,764-51.6% |
| Participant deferral / active EE | $2,416 | $4,848-50.2% | $4,238-43.0% | $5,851-58.7% |
| Admin fee / account holder | $481 | $7,082-93.2% | $5,796-91.7% | $11,601-95.9% |