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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 | $73,030 | $209,425-65.1% | $178,499-59.1% | $158,966-54.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.88% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $7,440 | $5,707+30.4% | $5,011+48.5% | $4,762+56.2% |
| Participant deferral / active EE | $4,278 | $5,955-28.2% | $5,202-17.8% | $5,983-28.5% |
| Admin fee / account holder | $4,992 | $17,078-70.8% | $13,986-64.3% | $11,250-55.6% |