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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 | $67,345 | $100,073-32.7% | $85,126-20.9% | $145,877-53.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 84.11%-66.8pp | 66.63%-49.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,120 | $3,236-3.6% | $2,731+14.2% | $4,663-33.1% |
| Participant deferral / active EE | $17,250 | $5,294+225.8% | $4,523+281.4% | $6,691+157.8% |
| Admin fee / account holder | $611 | $7,261-91.6% | $6,160-90.1% | $13,402-95.4% |