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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 | $59,195 | $152,591-61.2% | $117,529-49.6% | $134,545-56.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 70.29% | 53.04%+17.2pp | 29.77%+40.5pp | 418.37%-348.1pp |
| Employer contribution / active EE | $1,970 | $5,576-64.7% | $4,179-52.9% | $4,742-58.5% |
| Participant deferral / active EE | $6,489 | $4,821+34.6% | $4,072+59.3% | $6,401+1.4% |
| Admin fee / account holder | $13,805 | $7,004+97.1% | $5,645+144.5% | $11,431+20.8% |