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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 | $49,976+32.3% | $66,674-0.8% | $82,637-20.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 23.69% | 39.09%-15.4pp | 321.24%-297.5pp | 53.51%-29.8pp |
| Employer contribution / active EE | $6,078 | $1,988+205.7% | $2,620+132.0% | $2,552+138.1% |
| Participant deferral / active EE | $10,213 | $2,847+258.8% | $4,084+150.1% | $4,126+147.5% |
| Admin fee / account holder | $6,676 | $4,594+45.3% | $5,098+30.9% | $7,339-9.0% |