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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 | $110,277 | $209,422-47.3% | $178,503-38.2% | $158,982-30.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.07% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,697 | $5,707-52.7% | $5,011-46.2% | $4,763-43.4% |
| Participant deferral / active EE | $2,985 | $5,955-49.9% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $10,552 | $17,079-38.2% | $13,987-24.6% | $11,252-6.2% |