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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 | $43,811 | $102,595-57.3% | $94,057-53.4% | $154,746-71.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.97% | 583.42%-559.5pp | 480.62%-456.7pp | 172.34%-148.4pp |
| Employer contribution / active EE | $3,548 | $3,147+12.7% | $2,933+21.0% | $4,379-19.0% |
| Participant deferral / active EE | $5,435 | $5,118+6.2% | $4,709+15.4% | $6,730-19.2% |
| Admin fee / account holder | $9,102 | $7,736+17.7% | $7,244+25.6% | $14,365-36.6% |