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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 | $50,114 | $112,121-55.3% | $95,960-47.8% | $158,966-68.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.25% | 171.16%-162.9pp | 91.63%-83.4pp | 302.95%-294.7pp |
| Employer contribution / active EE | $3,125 | $3,199-2.3% | $2,541+23.0% | $4,762-34.4% |
| Participant deferral / active EE | $4,000 | $4,784-16.4% | $4,167-4.0% | $5,983-33.1% |
| Admin fee / account holder | $1,168 | $10,135-88.5% | $6,797-82.8% | $11,250-89.6% |