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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 | $96,085 | $129,737-25.9% | $119,126-19.3% | $154,746-37.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.09% | 379.08%-360.0pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,340 | $4,375-23.7% | $4,034-17.2% | $4,379-23.7% |
| Participant deferral / active EE | $11,517 | $5,842+97.1% | $5,318+116.6% | $6,730+71.1% |
| Admin fee / account holder | $2,589 | $11,961-78.4% | $10,693-75.8% | $14,365-82.0% |