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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 | $41,383 | $157,276-73.7% | $141,177-70.7% | $152,885-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.85% | 64.33%-40.5pp | 71.40%-47.6pp | 345.39%-321.5pp |
| Employer contribution / active EE | $7,825 | $5,262+48.7% | $4,736+65.2% | $4,763+64.3% |
| Participant deferral / active EE | $3,166 | $7,110-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $2,475 | $12,123-79.6% | $10,263-75.9% | $11,598-78.7% |