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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 | $50,970 | $72,071-29.3% | $68,368-25.4% | $137,256-62.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.47% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,296 | $2,788-17.6% | $2,649-13.3% | $4,156-44.8% |
| Participant deferral / active EE | $5,300 | $4,410+20.2% | $4,123+28.6% | $6,407-17.3% |
| Admin fee / account holder | $800 | $5,336-85.0% | $5,150-84.5% | $12,270-93.5% |