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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 | $81,429 | $51,638+57.7% | $68,368+19.1% | $82,448-1.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.51% | 37.53%-21.0pp | 292.57%-276.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,156 | $2,047+151.9% | $2,649+94.6% | $2,551+102.1% |
| Participant deferral / active EE | $6,490 | $2,914+122.8% | $4,123+57.4% | $4,139+56.8% |
| Admin fee / account holder | $6,492 | $4,643+39.8% | $5,150+26.1% | $7,234-10.3% |