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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 | $82,573 | $217,432-62.0% | $185,849-55.6% | $167,536-50.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.68% | 148.42%-121.7pp | 122.10%-95.4pp | 478.82%-452.1pp |
| Employer contribution / active EE | $5,545 | $5,875-5.6% | $5,169+7.3% | $4,839+14.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,659 | $19,818-0.8% | $16,244+21.0% | $12,315+59.6% |