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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 | $81,525 | $210,698-61.3% | $178,014-54.2% | $145,959-44.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.06% | 386.27%-356.2pp | 294.80%-264.7pp | 561.95%-531.9pp |
| Employer contribution / active EE | $2,251 | $4,567-50.7% | $3,950-43.0% | $4,661-51.7% |
| Participant deferral / active EE | $1,667 | $6,958-76.0% | $6,276-73.4% | $6,689-75.1% |
| Admin fee / account holder | $687 | $12,016-94.3% | $10,362-93.4% | $13,398-94.9% |