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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 | $58,963 | $65,434-9.9% | $98,483-40.1% | $85,847-31.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.25% | 21.75%-4.5pp | 1494.38%-1477.1pp | 318.61%-301.4pp |
| Employer contribution / active EE | $2,329 | $2,169+7.4% | $2,961-21.3% | $2,565-9.2% |
| Participant deferral / active EE | $2,789 | $3,168-12.0% | $4,276-34.8% | $3,952-29.4% |
| Admin fee / account holder | $525 | $4,595-88.6% | $5,953-91.2% | $6,261-91.6% |