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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 | $115,115 | $165,399-30.4% | $149,745-23.1% | $158,982-27.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.18% | 348.34%-339.2pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $3,244 | $5,105-36.5% | $4,646-30.2% | $4,763-31.9% |
| Participant deferral / active EE | $9,329 | $7,183+29.9% | $6,843+36.3% | $5,983+55.9% |
| Admin fee / account holder | $34,472 | $10,811+218.9% | $9,312+270.2% | $11,252+206.4% |