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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 | $47,334 | $217,432-78.2% | $185,851-74.5% | $167,553-71.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.80% | 148.43%-138.6pp | 122.11%-112.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $14,483 | $5,874+146.5% | $5,168+180.2% | $4,840+199.3% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,569-22.2% | $6,343-31.7% |
| Admin fee / account holder | $3,157 | $19,820-84.1% | $16,245-80.6% | $12,316-74.4% |