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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 | $130,151 | $209,425-37.9% | $178,499-27.1% | $158,966-18.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.07% | 188.80%-161.7pp | 151.10%-124.0pp | 302.95%-275.9pp |
| Employer contribution / active EE | $2,618 | $5,707-54.1% | $5,011-47.8% | $4,762-45.0% |
| Participant deferral / active EE | $7,418 | $5,955+24.6% | $5,202+42.6% | $5,983+24.0% |
| Admin fee / account holder | $1,469 | $17,078-91.4% | $13,986-89.5% | $11,250-86.9% |