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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 | $25,250 | $117,895-78.6% | $102,460-75.4% | $145,897-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 85.50% | 31.92%+53.6pp | 29.47%+56.0pp | 552.29%-466.8pp |
| Employer contribution / active EE | $2,504 | $3,619-30.8% | $3,025-17.2% | $4,663-46.3% |
| Participant deferral / active EE | $5,594 | $5,736-2.5% | $5,056+10.6% | $6,689-16.4% |
| Admin fee / account holder | $883 | $13,353-93.4% | $9,460-90.7% | $13,390-93.4% |