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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 | $54,905 | $52,353+4.9% | $120,225-54.3% | $82,448-33.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.42% | 61.85%-48.4pp | 439.23%-425.8pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,213 | $1,510+46.6% | $3,475-36.3% | $2,551-13.2% |
| Participant deferral / active EE | $3,198 | $2,627+21.8% | $3,999-20.0% | $4,139-22.7% |
| Admin fee / account holder | $1,293 | $4,363-70.4% | $5,696-77.3% | $7,234-82.1% |