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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 | $96,288 | $90,614+6.3% | $76,089+26.5% | $145,877-34.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.85% | 623.80%-613.9pp | 360.94%-351.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,197 | $3,324-3.8% | $2,690+18.8% | $4,663-31.4% |
| Participant deferral / active EE | $8,533 | $5,168+65.1% | $4,259+100.3% | $6,691+27.5% |
| Admin fee / account holder | $356 | $8,376-95.8% | $6,418-94.5% | $13,402-97.3% |