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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 | $97,622 | $51,638+89.1% | $68,368+42.8% | $82,448+18.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.01% | 37.53%-21.5pp | 292.57%-276.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,343 | $2,047+210.0% | $2,649+139.5% | $2,551+148.7% |
| Participant deferral / active EE | $6,196 | $2,914+112.7% | $4,123+50.3% | $4,139+49.7% |
| Admin fee / account holder | $20,875 | $4,643+349.6% | $5,150+305.3% | $7,234+188.5% |