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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 | $99,707 | $176,105-43.4% | $159,474-37.5% | $167,536-40.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.37% | 331.91%-312.5pp | 263.68%-244.3pp | 478.82%-459.4pp |
| Employer contribution / active EE | $2,652 | $5,299-50.0% | $4,831-45.1% | $4,839-45.2% |
| Participant deferral / active EE | $5,882 | $7,751-24.1% | $7,353-20.0% | $6,342-7.3% |
| Admin fee / account holder | $12,959 | $12,559+3.2% | $10,802+20.0% | $12,315+5.2% |