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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 | $57,761 | $51,638+11.9% | $68,368-15.5% | $82,448-29.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.67% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,621 | $2,047+76.9% | $2,649+36.7% | $2,551+41.9% |
| Participant deferral / active EE | $3,086 | $2,914+5.9% | $4,123-25.1% | $4,139-25.4% |
| Admin fee / account holder | $5,882 | $4,643+26.7% | $5,150+14.2% | $7,234-18.7% |