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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 | $55,572 | $72,071-22.9% | $68,368-18.7% | $137,256-59.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.66% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $7,233 | $2,788+159.4% | $2,649+173.1% | $4,156+74.0% |
| Participant deferral / active EE | $5,525 | $4,410+25.3% | $4,123+34.0% | $6,407-13.8% |
| Admin fee / account holder | $2,683 | $5,336-49.7% | $5,150-47.9% | $12,270-78.1% |