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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 | $85,916 | $70,366+22.1% | $66,674+28.9% | $138,895-38.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.18% | 386.41%-371.2pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,097 | $2,765-24.2% | $2,620-20.0% | $4,194-50.0% |
| Participant deferral / active EE | $3,326 | $4,374-24.0% | $4,084-18.6% | $6,396-48.0% |
| Admin fee / account holder | $2,980 | $5,262-43.4% | $5,098-41.5% | $12,562-76.3% |