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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 | $22,434 | $169,336-86.8% | $129,384-82.7% | $145,884-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.13% | 14408.70%-14390.6pp | 9461.77%-9443.6pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,076 | $5,540-62.5% | $4,153-50.0% | $4,662-55.5% |
| Participant deferral / active EE | $2,452 | $4,985-50.8% | $4,166-41.1% | $6,690-63.3% |
| Admin fee / account holder | $4,006 | $9,912-59.6% | $7,686-47.9% | $13,392-70.1% |