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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 | $85,047 | $81,504+4.3% | $102,437-17.0% | $80,959+5.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 271.52% | 25.60%+245.9pp | 24.95%+246.6pp | 35.67%+235.9pp |
| Employer contribution / active EE | $5,710 | $3,104+84.0% | $3,871+47.5% | $2,757+107.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,641 | $6,719-30.9% | $8,388-44.7% | $6,925-33.0% |