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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 | $43,580 | $198,461-78.0% | $170,436-74.4% | $147,585-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.43% | 257.30%-242.9pp | 205.94%-191.5pp | 578.57%-564.1pp |
| Employer contribution / active EE | $2,347 | $6,184-62.1% | $5,433-56.8% | $4,876-51.9% |
| Participant deferral / active EE | $3,600 | $5,629-36.0% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $2,514 | $16,852-85.1% | $13,880-81.9% | $10,885-76.9% |