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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 | $55,182 | $152,612-63.8% | $125,192-55.9% | $152,897-63.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.11% | 54.85%-29.7pp | 43.79%-18.7pp | 345.43%-320.3pp |
| Employer contribution / active EE | $7,161 | $4,947+44.7% | $3,866+85.2% | $4,764+50.3% |
| Participant deferral / active EE | $3,738 | $5,868-36.3% | $4,937-24.3% | $5,851-36.1% |
| Admin fee / account holder | $5,185 | $13,437-61.4% | $9,704-46.6% | $11,599-55.3% |