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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 | $53,541 | $99,079-46.0% | $78,002-31.4% | $273,972-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 17.35% | 217.93%-200.6pp | 425.99%-408.6pp | 41.46%-24.1pp |
| Employer contribution / active EE | $4,687 | $3,308+41.7% | $2,470+89.7% | $4,869-3.7% |
| Participant deferral / active EE | $4,029 | $4,306-6.4% | $3,497+15.2% | $5,287-23.8% |
| Admin fee / account holder | $1,089 | $8,954-87.8% | $5,481-80.1% | $10,133-89.2% |