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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 | $86,143 | $160,028-46.2% | $147,080-41.4% | $145,884-41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 98.60%-81.1pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,073 | $5,286-41.9% | $4,933-37.7% | $4,662-34.1% |
| Participant deferral / active EE | $7,500 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $1,125 | $15,030-92.5% | $12,989-91.3% | $13,392-91.6% |