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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 | $168,632 | $93,117+81.1% | $77,096+118.7% | $134,532+25.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 35.81% | 62.67%-26.9pp | 42.35%-6.5pp | 418.27%-382.5pp |
| Employer contribution / active EE | $1,541 | $3,420-54.9% | $2,814-45.2% | $4,741-67.5% |
| Participant deferral / active EE | $1,858 | $5,241-64.6% | $4,429-58.1% | $6,401-71.0% |
| Admin fee / account holder | $2,381 | $6,948-65.7% | $5,428-56.1% | $11,429-79.2% |