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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 | $88,707 | $70,366+26.1% | $66,674+33.0% | $138,895-36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.52% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,240 | $2,765+53.3% | $2,620+61.8% | $4,194+1.1% |
| Participant deferral / active EE | $9,374 | $4,374+114.3% | $4,084+129.5% | $6,396+46.6% |
| Admin fee / account holder | $3,468 | $5,262-34.1% | $5,098-32.0% | $12,562-72.4% |