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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 | $89,524 | $70,366+27.2% | $66,674+34.3% | $138,895-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.60% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,784 | $2,765+109.2% | $2,620+120.7% | $4,194+37.9% |
| Participant deferral / active EE | $5,601 | $4,374+28.0% | $4,084+37.1% | $6,396-12.4% |
| Admin fee / account holder | $20,289 | $5,262+285.5% | $5,098+298.0% | $12,562+61.5% |