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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 | $89,370 | $169,361-47.2% | $129,397-30.9% | $145,877-38.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.27% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $994 | $5,542-82.1% | $4,154-76.1% | $4,663-78.7% |
| Participant deferral / active EE | $8,625 | $4,987+72.9% | $4,167+107.0% | $6,691+28.9% |
| Admin fee / account holder | $4,732 | $9,903-52.2% | $7,679-38.4% | $13,402-64.7% |