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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 | $66,112 | $51,638+28.0% | $68,368-3.3% | $82,448-19.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 23.69% | 37.53%-13.8pp | 292.57%-268.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $6,078 | $2,047+197.0% | $2,649+129.4% | $2,551+138.3% |
| Participant deferral / active EE | $10,213 | $2,914+250.5% | $4,123+147.7% | $4,139+146.7% |
| Admin fee / account holder | $6,676 | $4,643+43.8% | $5,150+29.6% | $7,234-7.7% |