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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 | $73,266 | $154,754-52.7% | $124,206-41.0% | $138,895-47.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.47% | 709.28%-694.8pp | 515.27%-500.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,510 | $4,446-21.1% | $3,540-0.9% | $4,194-16.3% |
| Participant deferral / active EE | $3,788 | $4,621-18.0% | $3,968-4.5% | $6,396-40.8% |
| Admin fee / account holder | $16,564 | $6,690+147.6% | $5,929+179.4% | $12,562+31.9% |