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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 | $45,827 | $99,011-53.7% | $86,582-47.1% | $147,586-68.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.65% | 1312.75%-1298.1pp | 965.08%-950.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,514 | $3,132-19.8% | $2,839-11.5% | $4,876-48.5% |
| Participant deferral / active EE | $6,533 | $3,972+64.5% | $3,609+81.0% | $5,439+20.1% |
| Admin fee / account holder | $7,940 | $5,709+39.1% | $4,904+61.9% | $10,886-27.1% |