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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 | $92,277 | $70,366+31.1% | $66,674+38.4% | $138,895-33.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.63% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,319 | $2,765+20.0% | $2,620+26.7% | $4,194-20.9% |
| Participant deferral / active EE | $16,748 | $4,374+282.9% | $4,084+310.1% | $6,396+161.8% |
| Admin fee / account holder | $14,298 | $5,262+171.7% | $5,098+180.5% | $12,562+13.8% |