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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 | $95,167 | $144,130-34.0% | $117,861-19.3% | $147,586-35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.28% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $12,321 | $4,897+151.6% | $3,786+225.4% | $4,876+152.7% |
| Participant deferral / active EE | $13,869 | $5,316+160.9% | $4,482+209.4% | $5,439+155.0% |
| Admin fee / account holder | $3,049 | $10,887-72.0% | $8,021-62.0% | $10,886-72.0% |