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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 | $50,317 | $112,935-55.4% | $90,970-44.7% | $158,966-68.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.22% | 215.79%-198.6pp | 134.58%-117.4pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,321 | $2,895-19.8% | $2,122+9.3% | $4,762-51.3% |
| Participant deferral / active EE | $7,405 | $4,129+79.3% | $3,373+119.5% | $5,983+23.8% |
| Admin fee / account holder | $2,253 | $8,045-72.0% | $5,960-62.2% | $11,250-80.0% |