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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 | $63,540 | $102,595-38.1% | $94,057-32.4% | $154,746-58.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.10% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $5,595 | $3,147+77.8% | $2,933+90.8% | $4,379+27.8% |
| Participant deferral / active EE | $8,963 | $5,118+75.1% | $4,709+90.3% | $6,730+33.2% |
| Admin fee / account holder | $1,376 | $7,736-82.2% | $7,244-81.0% | $14,365-90.4% |