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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 | $38,805 | $176,077-78.0% | $159,455-75.7% | $167,518-76.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.17% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,807 | $5,298-65.9% | $4,830-62.6% | $4,838-62.7% |
| Participant deferral / active EE | $3,647 | $7,751-53.0% | $7,353-50.4% | $6,342-42.5% |
| Admin fee / account holder | $601 | $12,556-95.2% | $10,800-94.4% | $12,312-95.1% |