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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 | $26,026 | $78,690-66.9% | $161,489-83.9% | $87,485-70.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 218.92% | 32.74%+186.2pp | 89.72%+129.2pp | 26.06%+192.9pp |
| Employer contribution / active EE | $5,507 | $2,588+112.8% | $4,268+29.0% | $2,596+112.1% |
| Participant deferral / active EE | $8,191 | $3,311+147.4% | $5,630+45.5% | $4,274+91.7% |
| Admin fee / account holder | $1,469 | $6,724-78.2% | $16,006-90.8% | $7,775-81.1% |