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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 | $49,435 | $106,749-53.7% | $145,433-66.0% | $82,448-40.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 252.33% | 27.59%+224.7pp | 66.58%+185.8pp | 41.64%+210.7pp |
| Employer contribution / active EE | $1,269 | $3,444-63.2% | $4,554-72.1% | $2,551-50.3% |
| Participant deferral / active EE | $2,984 | $6,519-54.2% | $7,897-62.2% | $4,139-27.9% |
| Admin fee / account holder | $4,640 | $8,390-44.7% | $13,129-64.7% | $7,234-35.9% |