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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 | $30,935 | $180,749-82.9% | $160,784-80.8% | $137,256-77.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.77% | 2234.46%-2215.7pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,702 | $4,155-35.0% | $3,733-27.6% | $4,156-35.0% |
| Participant deferral / active EE | $7,194 | $6,844+5.1% | $6,293+14.3% | $6,407+12.3% |
| Admin fee / account holder | $7,964 | $10,397-23.4% | $9,717-18.0% | $12,270-35.1% |