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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 | $99,026 | $175,231-43.5% | $149,696-33.8% | $139,466-29.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.94% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,047 | $5,478-44.4% | $4,821-36.8% | $4,754-35.9% |
| Participant deferral / active EE | $5,644 | $6,521-13.5% | $5,682-0.7% | $6,712-15.9% |
| Admin fee / account holder | $1,837 | $16,155-88.6% | $13,212-86.1% | $11,409-83.9% |