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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 | $137,619 | $198,457-30.7% | $170,435-19.3% | $147,586-6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.11% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,380 | $6,183-61.5% | $5,432-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $8,378 | $5,629+48.8% | $4,939+69.6% | $5,439+54.0% |
| Admin fee / account holder | $3,886 | $16,852-76.9% | $13,881-72.0% | $10,886-64.3% |