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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 | $14,650 | $102,638-85.7% | $81,982-82.1% | $158,982-90.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.17% | 61.05%-42.9pp | 41.31%-23.1pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,148 | $3,241-2.9% | $2,498+26.0% | $4,763-33.9% |
| Participant deferral / active EE | $4,713 | $4,649+1.4% | $3,722+26.6% | $5,983-21.2% |
| Admin fee / account holder | $3,668 | $8,237-55.5% | $5,665-35.2% | $11,252-67.4% |