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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 | $101,402 | $53,837+88.3% | $75,714+33.9% | $85,847+18.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.52% | 24.54%-5.0pp | 104.62%-85.1pp | 318.61%-299.1pp |
| Employer contribution / active EE | $3,268 | $2,017+62.0% | $2,744+19.1% | $2,565+27.4% |
| Participant deferral / active EE | $7,452 | $2,895+157.4% | $3,820+95.0% | $3,952+88.5% |
| Admin fee / account holder | $3,624 | $3,339+8.5% | $3,619+0.1% | $6,261-42.1% |