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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 | $47,481 | $63,346-25.0% | $92,240-48.5% | $70,126-32.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.67% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,535 | $2,471+2.6% | $3,680-31.1% | $2,343+8.2% |
| Participant deferral / active EE | $3,762 | $2,854+31.8% | $3,897-3.5% | $3,332+12.9% |
| Admin fee / account holder | $310 | $3,841-91.9% | $5,194-94.0% | $4,645-93.3% |