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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 | $31,772 | $175,231-81.9% | $149,696-78.8% | $139,466-77.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.56% | 166.77%-151.2pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,133 | $5,478-61.1% | $4,821-55.8% | $4,754-55.1% |
| Participant deferral / active EE | $4,666 | $6,521-28.5% | $5,682-17.9% | $6,712-30.5% |
| Admin fee / account holder | $1,401 | $16,155-91.3% | $13,212-89.4% | $11,409-87.7% |