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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 | $86,944 | $227,399-61.8% | $189,758-54.2% | $198,609-56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.19% | 61.03%-34.8pp | 52.62%-26.4pp | 202.70%-176.5pp |
| Employer contribution / active EE | $31,000 | $5,526+461.0% | $4,767+550.4% | $5,055+513.2% |
| Participant deferral / active EE | $45,611 | $6,837+567.1% | $5,856+678.9% | $6,977+553.8% |
| Admin fee / account holder | $3,357 | $25,162-86.7% | $20,388-83.5% | $19,030-82.4% |