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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 | $122,795 | $69,248+77.3% | $64,101+91.6% | $139,466-12.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 45.95%-32.1pp | 33.72%-19.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $4,520 | $3,185+41.9% | $2,749+64.4% | $4,754-4.9% |
| Participant deferral / active EE | $6,620 | $4,682+41.4% | $3,881+70.6% | $6,712-1.4% |
| Admin fee / account holder | $1,868 | $4,247-56.0% | $3,070-39.1% | $11,409-83.6% |