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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 | $110,705 | $70,366+57.3% | $66,674+66.0% | $138,895-20.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.96% | 386.41%-372.4pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,354 | $2,765+57.5% | $2,620+66.2% | $4,194+3.8% |
| Participant deferral / active EE | $6,829 | $4,374+56.1% | $4,084+67.2% | $6,396+6.8% |
| Admin fee / account holder | $2,090 | $5,262-60.3% | $5,098-59.0% | $12,562-83.4% |