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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 | $201,710 | $209,425-3.7% | $178,499+13.0% | $158,966+26.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.23% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,273 | $5,707-60.2% | $5,011-54.6% | $4,762-52.3% |
| Participant deferral / active EE | $4,493 | $5,955-24.5% | $5,202-13.6% | $5,983-24.9% |
| Admin fee / account holder | $8,333 | $17,078-51.2% | $13,986-40.4% | $11,250-25.9% |