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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 | $148,289 | $177,353-16.4% | $158,226-6.3% | $198,609-25.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 12.10% | 599.50%-587.4pp | 501.41%-489.3pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,128 | $3,239-65.2% | $2,986-62.2% | $5,055-77.7% |
| Participant deferral / active EE | $6,360 | $4,615+37.8% | $4,317+47.3% | $6,977-8.8% |
| Admin fee / account holder | $18,911 | $10,960+72.5% | $10,217+85.1% | $19,030-0.6% |