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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 | $53,063+3.5% | $124,206-55.8% | $82,637-33.6% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.42% | 68.87%-55.4pp | 515.27%-501.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,213 | $1,530+44.6% | $3,540-37.5% | $2,552-13.3% |
| Participant deferral / active EE | $3,198 | $2,644+21.0% | $3,968-19.4% | $4,126-22.5% |
| Admin fee / account holder | $1,293 | $4,281-69.8% | $5,929-78.2% | $7,339-82.4% |