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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 | $83,300 | $48,364+72.2% | $71,796+16.0% | $62,881+32.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.73% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,115 | $1,042+486.9% | $1,924+217.8% | $2,281+168.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,481 | $3,771-34.2% | $4,815-48.5% | $4,296-42.3% |