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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 | $47,599 | $60,139-20.9% | $90,461-47.4% | $79,856-40.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.11% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,175 | $2,069+53.5% | $3,264-2.7% | $2,471+28.5% |
| Participant deferral / active EE | $4,597 | $2,939+56.4% | $3,964+16.0% | $3,741+22.9% |
| Admin fee / account holder | $2,928 | $3,978-26.4% | $5,617-47.9% | $5,306-44.8% |