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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 | $31,830 | $217,427-85.4% | $185,837-82.9% | $167,518-81.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.16% | 148.39%-138.2pp | 122.08%-111.9pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,742 | $5,874-70.3% | $5,168-66.3% | $4,838-64.0% |
| Participant deferral / active EE | $5,804 | $6,357-8.7% | $5,568+4.2% | $6,342-8.5% |
| Admin fee / account holder | $768 | $19,816-96.1% | $16,241-95.3% | $12,312-93.8% |