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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 | $117,317 | $198,457-40.9% | $170,435-31.2% | $147,586-20.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.24% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $7,621 | $6,183+23.3% | $5,432+40.3% | $4,876+56.3% |
| Participant deferral / active EE | $2,250 | $5,629-60.0% | $4,939-54.4% | $5,439-58.6% |
| Admin fee / account holder | $1,261 | $16,852-92.5% | $13,881-90.9% | $10,886-88.4% |