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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 | $40,446 | $57,590-29.8% | $86,233-53.1% | $82,448-50.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 51.67% | 22.41%+29.3pp | 61.39%-9.7pp | 41.64%+10.0pp |
| Employer contribution / active EE | $3,337 | $1,655+101.6% | $2,504+33.3% | $2,551+30.8% |
| Participant deferral / active EE | $7,321 | $3,080+137.7% | $4,559+60.6% | $4,139+76.9% |
| Admin fee / account holder | $1,823 | $4,730-61.5% | $8,342-78.2% | $7,234-74.8% |