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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 | $52,193 | $176,077-70.4% | $159,455-67.3% | $167,518-68.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 331.83%-319.8pp | 263.63%-251.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $3,470 | $5,298-34.5% | $4,830-28.2% | $4,838-28.3% |
| Participant deferral / active EE | $4,494 | $7,751-42.0% | $7,353-38.9% | $6,342-29.1% |
| Admin fee / account holder | $13,079 | $12,556+4.2% | $10,800+21.1% | $12,312+6.2% |