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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 | $29,478 | $183,539-83.9% | $155,556-81.1% | $145,897-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,413 | $5,315-54.6% | $4,675-48.4% | $4,663-48.3% |
| Participant deferral / active EE | $4,763 | $6,467-26.4% | $5,631-15.4% | $6,689-28.8% |
| Admin fee / account holder | $2,520 | $19,275-86.9% | $15,885-84.1% | $13,390-81.2% |