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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 | $54,696 | $157,296-65.2% | $141,191-61.3% | $152,897-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.01% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,752 | $5,262-47.7% | $4,736-41.9% | $4,764-42.2% |
| Participant deferral / active EE | $3,624 | $7,111-49.0% | $6,710-46.0% | $5,851-38.1% |
| Admin fee / account holder | $5,685 | $12,125-53.1% | $10,264-44.6% | $11,599-51.0% |