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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 | $58,687 | $47,479+23.6% | $62,929-6.7% | $82,448-28.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.17% | 20.34%-6.2pp | 1063.93%-1049.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,563 | $1,885+35.9% | $2,505+2.3% | $2,551+0.5% |
| Participant deferral / active EE | $5,079 | $2,870+76.9% | $3,888+30.6% | $4,139+22.7% |
| Admin fee / account holder | $2,963 | $3,804-22.1% | $5,065-41.5% | $7,234-59.0% |