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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 | $54,707 | $52,580+4.0% | $71,671-23.7% | $70,126-22.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 131.34% | 20.25%+111.1pp | 20.65%+110.7pp | 73.15%+58.2pp |
| Employer contribution / active EE | $2,692 | $1,616+66.6% | $2,460+9.4% | $2,343+14.9% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $740 | $3,653-79.7% | $5,558-86.7% | $4,645-84.1% |