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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 | $25,229 | $166,242-84.8% | $165,071-84.7% | $145,884-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.44%-86.8pp | 70.17%-56.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,630 | $5,283-31.3% | $4,347-16.5% | $4,662-22.1% |
| Participant deferral / active EE | $4,000 | $6,964-42.6% | $6,035-33.7% | $6,690-40.2% |
| Admin fee / account holder | $332 | $16,658-98.0% | $12,695-97.4% | $13,392-97.5% |