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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 | $120,027 | $177,353-32.3% | $158,226-24.1% | $198,609-39.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 11.44% | 599.50%-588.1pp | 501.41%-490.0pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,439 | $3,239+6.2% | $2,986+15.2% | $5,055-32.0% |
| Participant deferral / active EE | $8,080 | $4,615+75.1% | $4,317+87.2% | $6,977+15.8% |
| Admin fee / account holder | $7,307 | $10,960-33.3% | $10,217-28.5% | $19,030-61.6% |