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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 | $111,284 | $89,259+24.7% | $107,187+3.8% | $82,637+34.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.00% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $6,061 | $3,080+96.8% | $3,782+60.2% | $2,552+137.5% |
| Participant deferral / active EE | $3,452 | $4,037-14.5% | $5,096-32.3% | $4,126-16.3% |
| Admin fee / account holder | $3,050 | $7,381-58.7% | $9,162-66.7% | $7,339-58.4% |