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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 | $75,046 | $149,040-49.6% | $120,225-37.6% | $137,256-45.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.41% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,959 | $4,350-32.0% | $3,475-14.9% | $4,156-28.8% |
| Participant deferral / active EE | $7,629 | $4,655+63.9% | $3,999+90.8% | $6,407+19.1% |
| Admin fee / account holder | $1,047 | $6,348-83.5% | $5,696-81.6% | $12,270-91.5% |